WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
1
$132M 4.95%
742,336
-401,947
2
$86M 3.22%
255,587
-24,701
3
$83.8M 3.14%
1,009,555
+11,868
4
$79.7M 2.99%
119,461
-5,653
5
$79.1M 2.97%
355,689
+3,891
6
$77.8M 2.92%
466,180
-235,580
7
$70.9M 2.66%
489,440
-163,180
8
$59.8M 2.24%
276,082
-160,429
9
$58.9M 2.21%
222,874
-2,599
10
$57.8M 2.17%
365,319
-41,349
11
$57.4M 2.15%
120,894
-18,009
12
$52.3M 1.96%
125,969
-7,861
13
$50.7M 1.9%
136,893
-2,397
14
$47.2M 1.77%
91,261
+3,223
15
$46M 1.72%
1,033,150
-5,390
16
$44.8M 1.68%
237,537
-145,544
17
$40.8M 1.53%
130,289
-874
18
$38.5M 1.45%
683,713
+5,073
19
$37.7M 1.42%
91,031
-2,397
20
$37.4M 1.4%
1,272,400
-188,690
21
$36.9M 1.39%
555,120
-6,420
22
$32.6M 1.22%
96,894
-93,957
23
$30.6M 1.15%
108,533
-155,335
24
$30.1M 1.13%
322,845
-10,408
25
$28.7M 1.08%
174,240
-89,279
1
2 3 4 5