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
1026
– –
-4
1027
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-31
1028
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-20
1029
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-900
1030
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-83
1031
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-952
1032
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-5,676
1033
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-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
– –
-500
1043
– –
-1,120
1044
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-560
1045
– –
-1,826
1046
– –
-21
1047
$0 ﹤0.01%
6
1048
– –
-12,277
1049
– –
-193
1050
– –
-326
40 41
42
43 44