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
1101
$0 ﹤0.01%
+3
1102
– –
-10,000
1103
– –
-275
1104
– –
-3,700
1105
– –
-15,500
1106
– –
-800
1107
– –
-83
1108
$0 ﹤0.01%
+3
1109
– –
-765
1110
– –
-40
1111
– –
-48
1112
– –
-808
1113
– –
-1,200
1114
– –
-1,200
1115
– –
-6,847
1116
– –
-100
1117
– –
-3,000
1118
– –
-111
1119
– –
-200
1120
– –
-103
1121
– –
-1,735
1122
– –
-16
1123
– –
-1,838
1124
– –
-200
1125
– –
-50
42 43 44
45
46