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
201
$406K 0.02%
6,017
-320
202
$391K 0.01%
6,774
203
$386K 0.01%
1,563
-6
204
$384K 0.01%
2,439
-101
205
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7,081
+1,015
206
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6,679
-1,338
207
$342K 0.01%
15,552
-3,225
208
$342K 0.01%
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+34
209
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3,810
-400
210
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11,417
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211
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6,425
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212
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2,224
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213
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2,718
-435
214
$320K 0.01%
4,450
215
$316K 0.01%
8,800
216
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7,885
217
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218
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219
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4,109
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220
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100,000
221
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4,341
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222
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4,890
-653
223
$283K 0.01%
5,402
224
$281K 0.01%
798
-60
225
$280K 0.01%
1,620
-152
7 8
9
10 11