WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.97M
3
+$2.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.36M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.72M

Top Sells

1
+$3.55M
2
+$3.18M
3
+$2.79M
4
SPGI icon
S&P Global
SPGI
+$1.16M
5
IQV icon
IQVIA
IQV
+$945K

Sector Composition

1 Technology 25.75%
2 Financials 10.4%
3 Industrials 7.9%
4 Consumer Discretionary 7.67%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$366K 0.01%
510
227
$363K 0.01%
3,000
228
$352K 0.01%
2,902
+200
229
$347K 0.01%
1,617
230
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231
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232
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233
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234
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235
$322K 0.01%
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236
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+1,889
237
$312K 0.01%
656
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238
$311K 0.01%
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239
$310K 0.01%
3,711
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240
$306K 0.01%
725
241
$303K 0.01%
6,003
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242
$303K 0.01%
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243
$292K 0.01%
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244
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245
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246
$283K 0.01%
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247
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248
$274K 0.01%
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249
$273K 0.01%
+1,454
250
$269K 0.01%
3,980
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10
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