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%
28
-3
927
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27
928
– –
0
929
$1K ﹤0.01%
1
930
$1K ﹤0.01%
50
931
$1K ﹤0.01%
785
932
$1K ﹤0.01%
17
-28
933
$1K ﹤0.01%
61
-10
934
– –
-453
935
– –
-1,000
936
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-650
937
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-5
938
– –
-26
939
– –
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940
– –
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941
– –
-29,985
942
$0 ﹤0.01%
5
-41
943
– –
-2,926
944
– –
-200
945
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-1,000
946
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-500
947
$0 ﹤0.01%
50
948
$0 ﹤0.01%
5
949
– –
-110
950
– –
-102
36 37
38
39 40