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
151
$832K 0.03%
4,024
-3,135
152
$816K 0.03%
2,951
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153
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10,535
-1,556
154
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155
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4,593
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156
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15,535
-2,423
157
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5,365
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158
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8,381
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159
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160
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161
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162
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164
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167
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168
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169
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100
170
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171
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173
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7,071
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174
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7,336
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175
$559K 0.02%
10,305
-8,044
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7
8 9