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
251
$260K 0.01%
1,610
+111
252
$259K 0.01%
1,905
+50
253
$254K 0.01%
4,233
-85
254
$252K 0.01%
2,240
255
$252K 0.01%
550
-16
256
$248K 0.01%
+2,950
257
$247K 0.01%
5,324
+868
258
$243K 0.01%
869
-1
259
$238K 0.01%
875
-130
260
$238K 0.01%
+3,300
261
$233K 0.01%
1,675
262
$231K 0.01%
+1,730
263
$229K 0.01%
+1,352
264
$226K 0.01%
+3,013
265
$225K 0.01%
+1,678
266
$220K 0.01%
+495
267
$220K 0.01%
680
268
$218K 0.01%
+1,197
269
$218K 0.01%
+385
270
$214K 0.01%
+6,400
271
$206K 0.01%
+3,031
272
$206K 0.01%
9,362
273
$205K 0.01%
+3,067
274
$204K 0.01%
+1,700
275
– –
-7,180
8 9 10
11
12