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
1051
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-2,700
1052
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1053
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-46
1054
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-487
1055
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-2,100
1056
$0 ﹤0.01%
2
-1
1057
– –
-2,211
1058
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-5,000
1059
– –
-50
1060
– –
-150,502
1061
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-500
1062
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-100
1063
$0 ﹤0.01%
15
1064
– –
-67
1065
– –
-800
1066
– –
-7,075
1067
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-75
1068
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-94
1069
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-256
1070
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-43
1071
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-22
1072
– –
-750
1073
– –
-600
1074
– –
-20,557
1075
– –
-1,080
41 42
43
44 45