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
126
$1.64M 0.06%
21,246
-73
127
$1.62M 0.06%
12,000
128
$1.56M 0.06%
26,422
-72,581
129
$1.54M 0.06%
17,621
-1,005
130
$1.45M 0.05%
3,044
-1,293
131
$1.35M 0.05%
5,835
-559
132
$1.34M 0.05%
27,917
-5,774
133
$1.34M 0.05%
7,710
-179
134
$1.31M 0.05%
6,125
-122,299
135
$1.29M 0.05%
15,410
136
$1.27M 0.05%
4,163
-449
137
$1.22M 0.05%
32,571
-3,750
138
$1.1M 0.04%
11,785
-33
139
$1.09M 0.04%
21,314
140
$1.09M 0.04%
3,650
-506
141
$1.02M 0.04%
16,415
-8,387
142
$980K 0.04%
6,734
143
$979K 0.04%
2,807
+33
144
$963K 0.04%
9,818
-1,120
145
$945K 0.04%
20,085
-60
146
$938K 0.04%
5,733
-8,710
147
$872K 0.03%
15,653
-170
148
$854K 0.03%
10,514
-343,636
149
$848K 0.03%
4,958
-515
150
$846K 0.03%
8,062
-3,870
4 5
6
7 8