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
76
$11.2M 0.42%
49,568
-282
77
$10.9M 0.41%
56,583
-5
78
$10.9M 0.41%
214,750
+12,133
79
$10.8M 0.41%
104,687
+1,607
80
$10.5M 0.39%
249,920
-257,399
81
$10.4M 0.39%
229,926
+1,462
82
$10.3M 0.39%
130,619
-23,943
83
$10.2M 0.38%
324,318
-8,492
84
$9.83M 0.37%
27,671
+672
85
$9.75M 0.37%
4,063
-9,125
86
$9.74M 0.37%
123,934
+414
87
$9.24M 0.35%
74,948
+1,418
88
$8.3M 0.31%
275,165
+23,223
89
$8.26M 0.31%
49,481
-439
90
$8.11M 0.3%
217,758
+212,160
91
$8.01M 0.3%
46,624
+2,630
92
$7.75M 0.29%
87,336
-8,693
93
$7.72M 0.29%
59,765
-1,771
94
$7.44M 0.28%
111,899
-368
95
$7.18M 0.27%
117,113
+4,230
96
$6.56M 0.25%
546,153
+10,448
97
$6.26M 0.23%
54,665
+1,844
98
$5.13M 0.19%
20,352
-4,708
99
$4.76M 0.18%
15,931
-106,752
100
$4.63M 0.17%
34,239
-18,697
2 3
4
5 6