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
151
$836K 0.03%
1,526
-344
152
$823K 0.03%
4,815
-996
153
$808K 0.03%
6,625
-412
154
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5,039
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155
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7,614
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156
$785K 0.03%
11,900
-1,388
157
$779K 0.03%
4,906
-2,573
158
$778K 0.03%
4,561
-48,059
159
$776K 0.03%
5,225
160
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10,732
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161
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100
162
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7,864
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163
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1,257
-6
164
$655K 0.03%
6,992
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165
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4,378
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166
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6,386
167
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9,999
168
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11,993
169
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170
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171
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4,017
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172
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1,103
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173
$564K 0.02%
8,332
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174
$563K 0.02%
4,472
175
$561K 0.02%
5,343
-607
5 6
7
8 9