WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$7.94M
2
+$2.03M
3
+$1.97M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.76M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.64M

Top Sells

1
+$63.5M
2
+$50.3M
3
+$40.5M
4
AMZN icon
Amazon
AMZN
+$40.3M
5
IQV icon
IQVIA
IQV
+$40.3M

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
926
$1K ﹤0.01%
500
927
$1K ﹤0.01%
+35
928
$1K ﹤0.01%
15
929
$1K ﹤0.01%
28
-3
930
$1K ﹤0.01%
27
931
– –
0
932
$1K ﹤0.01%
1
933
$1K ﹤0.01%
50
934
– –
-4,823
935
– –
-5
936
– –
-5,040
937
– –
-188,025
938
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939
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940
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941
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-2,544
942
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-945
943
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944
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-50
945
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-407
946
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-75
947
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948
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-1,270
949
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-100
950
– –
-22
36 37
38
39 40