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
– –
-100
1102
– –
-23,133
1103
– –
-2,426
1104
– –
-2,077
1105
– –
-81,432
1106
– –
-68
1107
– –
-1,671
1108
– –
-18
1109
– –
-267
1110
– –
-1
1111
– –
-1,600
1112
$0 ﹤0.01%
+3
1113
– –
-10,000
1114
– –
-275
1115
– –
-3,700
1116
– –
-15,500
1117
– –
-800
1118
– –
-10,110
1119
– –
-150
1120
– –
-356,198
1121
– –
-1,000
1122
– –
-1,000
1123
– –
-5,541
1124
– –
-333
1125
– –
-1,587
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