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
676
$3.91K ﹤0.01%
54
-19
677
$3.9K ﹤0.01%
83
+1
678
$3.9K ﹤0.01%
16
679
$3.88K ﹤0.01%
100
680
$3.81K ﹤0.01%
18
681
$3.5K ﹤0.01%
20
+1
682
$3.48K ﹤0.01%
134
683
$3.42K ﹤0.01%
119
-1
684
$3.25K ﹤0.01%
479
685
$3.24K ﹤0.01%
54
+1
686
$3.22K ﹤0.01%
269
-181
687
$3.2K ﹤0.01%
117
688
$3.17K ﹤0.01%
26
689
$3.12K ﹤0.01%
150
-100
690
$3.1K ﹤0.01%
80
-40
691
$3.01K ﹤0.01%
300
-100
692
$3K ﹤0.01%
7
-9
693
$2.99K ﹤0.01%
478
694
$2.97K ﹤0.01%
+70
695
$2.95K ﹤0.01%
75
696
$2.94K ﹤0.01%
154
-1,132
697
$2.9K ﹤0.01%
60
-375
698
$2.89K ﹤0.01%
102
699
$2.82K ﹤0.01%
23
700
$2.77K ﹤0.01%
50
26 27
28
29 30