WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
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
151
$832K 0.03%
4,024
-3,135
152
$816K 0.03%
2,951
-755
153
$812K 0.03%
10,535
-1,556
154
$811K 0.03%
7,818
-325
155
$801K 0.03%
4,593
-24,416
156
$768K 0.03%
15,535
-2,423
157
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5,365
-2,940
158
$715K 0.03%
8,381
-1,428
159
$714K 0.03%
9,732
-50
160
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12,048
-4,757
161
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7,447
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162
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4,765
-1,668
163
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1,292
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164
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7,508
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165
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166
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167
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168
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6,797
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169
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100
170
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1,599
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171
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1,881
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172
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9,999
173
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16,900
-2,232
174
$567K 0.02%
7,336
+95
175
$559K 0.02%
10,305
-8,044
5 6
7
8 9