WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
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
– –
-487
1027
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-500
1028
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-100
1029
$0 ﹤0.01%
15
1030
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-67
1031
– –
-800
1032
– –
-7,075
1033
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-75
1034
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-94
1035
– –
-256
1036
– –
-43
1037
– –
-22
1038
– –
-694
1039
– –
-750
1040
– –
-600
1041
– –
-20,557
1042
– –
-1,080
1043
– –
-1,300
1044
– –
-442
1045
– –
-366,296
1046
– –
-62
1047
– –
-3,703
1048
– –
-304
1049
$0 ﹤0.01%
+5
1050
$0 ﹤0.01%
+5
40 41
42
43 44