WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.16M
3
+$7.67M
4
CPRT icon
Copart
CPRT
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.85M

Top Sells

1
+$18M
2
+$10M
3
+$8.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.97M
5
NVDA icon
NVIDIA
NVDA
+$3.38M

Sector Composition

1 Technology 22.66%
2 Financials 10.99%
3 Healthcare 8.6%
4 Industrials 8%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5.43K ﹤0.01%
83
652
$5.39K ﹤0.01%
670
653
$5.25K ﹤0.01%
3,597
654
$5.19K ﹤0.01%
40
655
$5.18K ﹤0.01%
24
+1
656
$5.09K ﹤0.01%
52
-196
657
$5.07K ﹤0.01%
15
658
$5.04K ﹤0.01%
298
659
$4.84K ﹤0.01%
358
660
$4.79K ﹤0.01%
40
661
$4.78K ﹤0.01%
48
+1
662
$4.69K ﹤0.01%
8
-9
663
$4.58K ﹤0.01%
16
664
$4.49K ﹤0.01%
67
+1
665
$4.49K ﹤0.01%
170
666
$4.45K ﹤0.01%
50
667
$4.31K ﹤0.01%
71
+1
668
$4.29K ﹤0.01%
36
669
$4.27K ﹤0.01%
51
670
$4.2K ﹤0.01%
65
671
$4.16K ﹤0.01%
37
672
$4.11K ﹤0.01%
75
+1
673
$4.08K ﹤0.01%
26
674
$3.95K ﹤0.01%
+44
675
$3.95K ﹤0.01%
38
25 26
27
28 29