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
1
$123M 4.71%
552,787
-44,998
2
$115M 4.41%
205,751
-7,091
3
$81.3M 3.12%
158,246
+9,433
4
$79.8M 3.06%
938,529
-28,962
5
$79.1M 3.03%
225,660
-5,992
6
$78.9M 3.02%
210,201
-1,943
7
$77.9M 2.99%
409,696
-13,180
8
$66.5M 2.55%
397,341
-17,770
9
$66.1M 2.53%
609,542
-31,207
10
$64.7M 2.48%
324,386
-7,356
11
$63.8M 2.45%
412,884
-8,863
12
$61M 2.34%
199,015
-107
13
$54.2M 2.08%
220,937
+31,261
14
$47.8M 1.83%
95,982
-2,405
15
$47.1M 1.81%
88,308
-4,326
16
$45.4M 1.74%
78,740
-3,014
17
$42.5M 1.63%
116,042
-1,153
18
$34.1M 1.31%
199,692
-6,306
19
$28.4M 1.09%
233,395
-4,460
20
$27.1M 1.04%
28,605
-1,518
21
$26.7M 1.02%
207,047
+3,479
22
$25.6M 0.98%
291,459
-3,952
23
$25.2M 0.96%
138,707
-2,677
24
$24.7M 0.95%
186,116
-5,575
25
$24.6M 0.94%
100,820
-946
1
2 3 4 5