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
101
$3.93M 0.15%
211,528
-42,971
102
$3.72M 0.14%
25,700
-348,220
103
$3.49M 0.13%
13,018
-4,604
104
$3.01M 0.11%
79,468
+472
105
$2.95M 0.11%
10,632
-912
106
$2.93M 0.11%
8,534
-82,033
107
$2.79M 0.1%
45,688
-92,429
108
$2.7M 0.1%
6
109
$2.64M 0.1%
23,958
110
$2.56M 0.1%
33,447
-9,878
111
$2.32M 0.09%
20,034
-2,035
112
$2.29M 0.09%
9,495
-19,847
113
$2.29M 0.09%
16,759
-1,911
114
$2.25M 0.08%
21,210
+5,171
115
$2.19M 0.08%
42,425
-34,096
116
$2.06M 0.08%
36,114
+34,730
117
$1.91M 0.07%
11,470
-131,410
118
$1.9M 0.07%
7,462
-788
119
$1.85M 0.07%
+21,900
120
$1.82M 0.07%
12,239
-4,621
121
$1.7M 0.06%
19,491
-713
122
$1.7M 0.06%
12,683
-15,666
123
$1.69M 0.06%
14,383
-6,991
124
$1.69M 0.06%
5,780
-308
125
$1.67M 0.06%
29,430
-4,555
3 4
5
6 7