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
1076
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1077
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1078
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1079
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1080
$0 ﹤0.01%
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1081
$0 ﹤0.01%
50
1082
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-500
1083
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-1,000
1084
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-200
1085
– –
-2,926
1086
$0 ﹤0.01%
5
-41
1087
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-5
1088
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-650
1089
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-16
1090
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-414
1091
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1092
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-9
1093
$0 ﹤0.01%
5
1094
– –
-107
1095
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-765
1096
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-40
1097
– –
-48
1098
– –
-808
1099
– –
-1,200
1100
– –
-1,200
42 43
44
45 46