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
76
$10.9M 0.42%
180,417
+6,141
77
$10M 0.38%
176,742
+116,614
78
$9.6M 0.37%
18,029
+2,472
79
$9.55M 0.37%
120,955
-3,718
80
$9.52M 0.36%
116,439
-344
81
$9.19M 0.35%
154,462
+154,007
82
$9.12M 0.35%
201,035
+184
83
$9.1M 0.35%
80,607
-159,139
84
$9M 0.35%
243,955
-5,339
85
$8.71M 0.33%
190,192
-3,454
86
$8.28M 0.32%
92,144
-2,291
87
$8.04M 0.31%
317,332
-5,145
88
$7.4M 0.28%
30,343
-886
89
$7.01M 0.27%
12,471
+125
90
$6.87M 0.26%
109,383
+10,392
91
$6.87M 0.26%
26,556
-189
92
$6.65M 0.25%
89,031
-707
93
$6.65M 0.25%
47,029
+127
94
$6.42M 0.25%
104,378
+1,136
95
$6.14M 0.24%
79,052
+24,728
96
$6.1M 0.23%
29,112
-1,031
97
$5.52M 0.21%
110,808
+6,899
98
$5.4M 0.21%
138,249
+563
99
$5.35M 0.21%
44,985
-1,873
100
$5.04M 0.19%
22,709
-708
2 3
4
5 6