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
1101
-400
1102
-76
1103
-5,000
1104
-978
1105
-7,967
1106
-14,000
1107
-100
1108
-23,133
1109
-2,426
1110
-2,077
1111
-81,432
1112
-68
1113
-1,671
1114
-18
1115
-267
1116
-1
1117
-1,600
1118
$0 ﹤0.01%
+3
1119
-10,000
1120
-275
1121
-3,700
1122
-15,500
1123
-800
1124
-1,011
1125
-150