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
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-1,120
1002
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1003
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-1,826
1004
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-193
1005
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-765
1006
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-40
1007
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-48
1008
– –
-808
1009
– –
-1,200
1010
– –
-1,200
1011
– –
-6,847
1012
– –
-100
1013
– –
-3,000
1014
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-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