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
126
$1.65M 0.06%
4,575
127
$1.44M 0.06%
15,075
-4,890
128
$1.4M 0.05%
19,035
-540
129
$1.39M 0.05%
9,539
-7,716
130
$1.37M 0.05%
4,165
-130
131
$1.37M 0.05%
6,193
-273
132
$1.26M 0.05%
4,687
-308
133
$1.25M 0.05%
10,714
-271
134
$1.24M 0.05%
13,349
-938
135
$1.21M 0.05%
26,630
-73
136
$1.12M 0.04%
6,488
+136
137
$1.07M 0.04%
6,078
-36
138
$1.06M 0.04%
9,627
-1,191
139
$1.03M 0.04%
11,344
-691
140
$1M 0.04%
5,001
-1,052
141
$982K 0.04%
10,950
-5,198
142
$947K 0.04%
9,655
-496
143
$938K 0.04%
28,438
144
$932K 0.04%
31,655
+18
145
$928K 0.04%
19,497
146
$917K 0.04%
3,181
-2,100
147
$904K 0.03%
11,462
-375
148
$880K 0.03%
14,432
-8
149
$864K 0.03%
8,560
150
$850K 0.03%
4,148
-429
4 5
6
7 8