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
$1.87B
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.4M
3
+$7.74M
4
MMC icon
Marsh & McLennan
MMC
+$4.75M
5
SIVB
SVB Financial Group
SIVB
+$3.75M

Top Sells

1
+$9.82M
2
+$6.72M
3
+$5.94M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.14M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.12M

Sector Composition

1 Financials 18.47%
2 Technology 12.77%
3 Consumer Discretionary 10.39%
4 Healthcare 10.37%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 1.02%
295,424
-9,479
27
$18.4M 0.98%
107,909
-1,178
28
$18.4M 0.98%
111,601
-2,570
29
$18.2M 0.98%
557,675
-30,993
30
$17.2M 0.92%
331,744
-28,282
31
$17.1M 0.91%
123,699
-829
32
$17M 0.91%
203,120
-11,404
33
$16M 0.86%
130,698
-3,995
34
$15.8M 0.84%
296,433
-18,279
35
$15.8M 0.84%
295,456
-2,980
36
$15.7M 0.84%
199,049
-9,317
37
$15.5M 0.83%
200,540
-12,727
38
$15.4M 0.83%
32,750
-1,471
39
$15.3M 0.82%
117,705
-4,400
40
$15.2M 0.81%
599,037
-2,880
41
$14.7M 0.79%
649,139
-19,673
42
$14.4M 0.77%
165,284
-3,955
43
$14.3M 0.76%
89,363
-2,298
44
$14.2M 0.76%
340,220
-11,846
45
$14.2M 0.76%
94,382
-5,043
46
$14.2M 0.76%
338,896
-4,272
47
$14.2M 0.76%
109,172
-1,995
48
$13.7M 0.74%
122,895
-2,642
49
$13.3M 0.71%
236,834
+5,286
50
$13.2M 0.71%
75,138
-920
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2
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