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
201
$404K 0.02%
1,290
-200
202
$401K 0.02%
856
+166
203
$395K 0.02%
1,631
204
$393K 0.02%
1,585
-400
205
$388K 0.01%
5,372
+409
206
$386K 0.01%
4,200
207
$383K 0.01%
6,410
208
$376K 0.01%
1,188
209
$374K 0.01%
4,580
210
$370K 0.01%
677
-237
211
$368K 0.01%
3,825
212
$365K 0.01%
1,500
213
$364K 0.01%
33,396
+1,857
214
$364K 0.01%
4,871
215
$361K 0.01%
3,850
216
$352K 0.01%
1,872
217
$344K 0.01%
5,554
-5,418
218
$338K 0.01%
2,702
219
$337K 0.01%
5,642
220
$335K 0.01%
1,617
221
$333K 0.01%
4,125
+200
222
$330K 0.01%
3,004
-3,172
223
$327K 0.01%
3,560
-200
224
$320K 0.01%
4,360
225
$311K 0.01%
2,135
-90
7 8
9
10 11