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
1026
– –
-4
1027
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-31
1028
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-20
1029
– –
-900
1030
– –
-83
1031
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-952
1032
– –
-5,676
1033
– –
-1,805
1034
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-588
1035
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-414
1036
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-119
1037
– –
-50
1038
– –
-3,207
1039
– –
-5,087
1040
– –
-2,320
1041
– –
-7,500
1042
– –
-21
1043
$0 ﹤0.01%
6
1044
– –
-12,277
1045
– –
-326
1046
– –
-465
1047
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-101
1048
– –
-11,898
1049
– –
-876
1050
$0 ﹤0.01%
2
40 41
42
43 44