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
726
$1.93K ﹤0.01%
50
727
$1.88K ﹤0.01%
18
-4
728
$1.82K ﹤0.01%
23
729
$1.77K ﹤0.01%
100
730
$1.68K ﹤0.01%
103
+3
731
$1.63K ﹤0.01%
30
-1,000
732
$1.47K ﹤0.01%
98
733
$1.46K ﹤0.01%
165
+9
734
$1.45K ﹤0.01%
75
735
$1.43K ﹤0.01%
3
-12
736
$1.38K ﹤0.01%
24
737
$1.36K ﹤0.01%
122
738
$1.22K ﹤0.01%
40
739
$1.19K ﹤0.01%
260
740
$1.19K ﹤0.01%
25
-46
741
$1.17K ﹤0.01%
20
742
$1.17K ﹤0.01%
170
743
$1.08K ﹤0.01%
17
744
$1.03K ﹤0.01%
39
-49
745
$1.03K ﹤0.01%
100
-50
746
$976 ﹤0.01%
60
747
$889 ﹤0.01%
22
-45
748
$838 ﹤0.01%
274
749
$794 ﹤0.01%
82
750
$715 ﹤0.01%
6
-200
28 29
30
31 32