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
$2.61B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.16M
3
+$7.67M
4
CPRT icon
Copart
CPRT
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.85M

Top Sells

1
+$18M
2
+$10M
3
+$8.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.97M
5
NVDA icon
NVIDIA
NVDA
+$3.38M

Sector Composition

1 Technology 22.66%
2 Financials 10.99%
3 Healthcare 8.6%
4 Industrials 8%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.79M 0.18%
6
102
$4.63M 0.18%
60,517
-2,248
103
$4.38M 0.17%
14,043
-3,139
104
$4.13M 0.16%
16,080
-25
105
$3.66M 0.14%
23,444
-595
106
$3.63M 0.14%
292,041
-11,839
107
$3.38M 0.13%
13,604
+178
108
$3.25M 0.12%
6,926
-187
109
$3.18M 0.12%
5,398
-80
110
$3.18M 0.12%
9,996
+4
111
$3.1M 0.12%
75,104
112
$3.01M 0.12%
106,314
-88,257
113
$2.85M 0.11%
30,468
-1,264
114
$2.79M 0.11%
16,109
-1,051
115
$2.68M 0.1%
19,174
+1,129
116
$2.67M 0.1%
99,165
+1,619
117
$2.63M 0.1%
12,449
-204
118
$2.58M 0.1%
28,730
-2,690
119
$2.34M 0.09%
9,911
-1,302
120
$2.12M 0.08%
13,752
-508
121
$2.07M 0.08%
28,938
-126
122
$2.03M 0.08%
12,154
-928
123
$2.02M 0.08%
18,151
-7,376
124
$1.93M 0.07%
14,369
-665
125
$1.84M 0.07%
36,281
-2,395
3 4
5
6 7