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
701
$2.75K ﹤0.01%
+74
702
$2.72K ﹤0.01%
10
703
$2.72K ﹤0.01%
66
-35
704
$2.7K ﹤0.01%
8
-15
705
$2.65K ﹤0.01%
70
706
$2.65K ﹤0.01%
50
707
$2.65K ﹤0.01%
65
+1
708
$2.61K ﹤0.01%
200
709
$2.49K ﹤0.01%
125
-222
710
$2.49K ﹤0.01%
200
711
$2.46K ﹤0.01%
27
712
$2.41K ﹤0.01%
26
-1
713
$2.4K ﹤0.01%
15
-5
714
$2.38K ﹤0.01%
35
+1
715
$2.38K ﹤0.01%
30
716
$2.35K ﹤0.01%
30
+3
717
$2.35K ﹤0.01%
33
-152
718
$2.27K ﹤0.01%
60
-50
719
$2.26K ﹤0.01%
55
-41
720
$2.16K ﹤0.01%
90
721
$2.03K ﹤0.01%
30
722
$2.02K ﹤0.01%
+7
723
$1.97K ﹤0.01%
60
-150
724
$1.96K ﹤0.01%
6
725
$1.95K ﹤0.01%
100
27 28
29
30 31