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
1076
-22
1077
-694
1078
-750
1079
-600
1080
-20,557
1081
-1,080
1082
-1,300
1083
-366,296
1084
-62
1085
-3,703
1086
-304
1087
-246
1088
$0 ﹤0.01%
+5
1089
-442
1090
$0 ﹤0.01%
+5
1091
-62
1092
-32
1093
-1,129
1094
-133
1095
-1,500
1096
0
1097
-5
1098
-670
1099
-8,505
1100
-3,143