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
1001
– –
-14
1002
– –
-2,016
1003
– –
-117
1004
– –
-1,436
1005
– –
-137,569
1006
– –
-89
1007
– –
-1,587
1008
– –
-333
1009
– –
-5,541
1010
– –
-1,000
1011
– –
-356,198
1012
– –
-150
1013
– –
-1,011
1014
– –
-952
1015
– –
-5,676
1016
– –
-1,805
1017
– –
-588
1018
– –
-414
1019
– –
-119
1020
– –
-50
1021
– –
-3,207
1022
– –
-5,087
1023
– –
-2,320
1024
– –
-7,500
1025
– –
-500
39 40
41
42 43