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
$2.67B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$2.07M
3
+$1.98M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.85M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.67M

Top Sells

1
+$71.4M
2
+$50.4M
3
+$43.8M
4
PWR icon
Quanta Services
PWR
+$40.5M
5
AMZN icon
Amazon
AMZN
+$39.3M

Sector Composition

1 Technology 22.15%
2 Financials 14.03%
3 Healthcare 10.41%
4 Consumer Discretionary 8.68%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.2M 0.64%
199,438
-10,353
52
$16.9M 0.64%
289,509
-3,292
53
$16.8M 0.63%
29,639
+1
54
$16.5M 0.62%
117,549
-28,721
55
$16.3M 0.61%
127,006
-150
56
$16.2M 0.61%
104,493
-162,813
57
$16M 0.6%
63,040
+210
58
$16M 0.6%
87,567
+4,882
59
$15.9M 0.6%
250,964
-69,050
60
$15.9M 0.59%
135,496
+540
61
$15.6M 0.58%
36,182
-399
62
$15.4M 0.58%
206,672
+2,908
63
$15.3M 0.57%
231,039
-336
64
$15M 0.56%
190,733
+1,420
65
$14.9M 0.56%
55,789
+7,751
66
$14.8M 0.56%
30,130
+209
67
$14.7M 0.55%
90,037
-32,632
68
$14.4M 0.54%
71,766
-784
69
$14.3M 0.54%
296,685
-76,947
70
$13.6M 0.51%
116,255
-217,029
71
$13.5M 0.51%
117,391
-218,481
72
$12.8M 0.48%
139,332
+813
73
$12.4M 0.47%
67,959
-1,511
74
$12.1M 0.45%
73,193
+1,464
75
$11.2M 0.42%
102,439
+4,212
1 2
3
4 5