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
1001
– –
-75
1002
– –
-47
1003
– –
-1,270
1004
– –
-100
1005
– –
-765
1006
– –
-40
1007
– –
-48
1008
– –
-808
1009
– –
-1,200
1010
– –
-1,200
1011
– –
-6,847
1012
– –
-100
1013
– –
-3,000
1014
– –
-111
1015
– –
-200
1016
– –
-103
1017
– –
-1,735
1018
– –
-16
1019
– –
-1,838
1020
– –
-200
1021
– –
-50
1022
– –
-311
1023
– –
-20
1024
– –
-29
1025
– –
-29
39 40
41
42 43