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
176
$551K 0.02%
5,021
-1,100
177
$550K 0.02%
1,483
178
$520K 0.02%
8,192
-961
179
$509K 0.02%
22,431
-935
180
$504K 0.02%
4,535
-200
181
$501K 0.02%
1,839
-369
182
$498K 0.02%
4,465
-200
183
$494K 0.02%
10,206
-1,888
184
$481K 0.02%
2,899
185
$481K 0.02%
5,586
-1,300
186
$476K 0.02%
5,744
-90
187
$475K 0.02%
3,627
-169
188
$467K 0.02%
1,583
-118
189
$467K 0.02%
4,474
-85
190
$464K 0.02%
3,750
-17
191
$459K 0.02%
6,989
192
$445K 0.02%
1,457
-245
193
$443K 0.02%
7,510
194
$443K 0.02%
1,898
-230
195
$442K 0.02%
1,345
+135
196
$429K 0.02%
1,579
-206
197
$426K 0.02%
1,788
-1,009
198
$422K 0.02%
7,025
-2,609
199
$419K 0.02%
6,601
-1,305
200
$415K 0.02%
10,260
6 7
8
9 10