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
51
$16.2M 0.62%
299,254
-7,328
52
$15.7M 0.6%
120,469
-2,209
53
$15.7M 0.6%
104,558
-5,798
54
$15.5M 0.59%
228,675
+1,133
55
$15.5M 0.59%
51,316
-911
56
$15.3M 0.59%
18,520
-772
57
$15.1M 0.58%
126,236
-1,357
58
$14.7M 0.56%
53,531
+4,429
59
$14.4M 0.55%
246,242
+31,757
60
$14.4M 0.55%
56,503
+1,482
61
$14.2M 0.54%
58,376
-1,504
62
$14.1M 0.54%
64,980
-1,347
63
$14M 0.54%
82,242
-926
64
$13.8M 0.53%
224,429
-4,621
65
$13.7M 0.53%
183,042
-10,479
66
$13.6M 0.52%
30,502
-601
67
$13.2M 0.51%
34,486
+257
68
$12.9M 0.49%
19,456
-32
69
$12.9M 0.49%
197,232
-11,123
70
$12.5M 0.48%
126,767
+3,894
71
$11.8M 0.45%
51,040
-383
72
$11.7M 0.45%
71,340
-1,240
73
$11.6M 0.44%
37,141
-886
74
$11.5M 0.44%
59,123
-303
75
$11.4M 0.44%
272,321
-26,754
1 2
3
4 5