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
$1.57B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.38M
3
+$4.67M
4
NVDA icon
NVIDIA
NVDA
+$4.29M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.36M

Top Sells

1
+$11.4M
2
+$4.16M
3
+$3.54M
4
SIVB
SVB Financial Group
SIVB
+$2.88M
5
AIG icon
American International
AIG
+$2.6M

Sector Composition

1 Financials 17.14%
2 Technology 12.38%
3 Healthcare 10.81%
4 Consumer Discretionary 9.83%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 1.01%
122,549
-1,150
27
$15.3M 0.97%
292,144
-3,280
28
$15.3M 0.97%
323,495
-8,249
29
$15.2M 0.97%
108,139
+230
30
$14.9M 0.95%
343,828
+4,932
31
$14.4M 0.92%
110,190
-1,411
32
$14.3M 0.91%
539,263
-18,412
33
$14M 0.89%
128,333
-2,365
34
$13.6M 0.86%
327,397
-12,823
35
$13.5M 0.86%
122,311
-584
36
$13.3M 0.84%
124,467
+2,379
37
$13.2M 0.84%
202,144
+3,095
38
$12.9M 0.82%
110,752
+1,580
39
$12.7M 0.81%
117,733
+28
40
$12.7M 0.8%
586,980
-12,057
41
$12.6M 0.8%
161,058
-4,226
42
$12.3M 0.79%
200,449
-2,671
43
$12.3M 0.78%
31,219
-1,531
44
$12.1M 0.77%
92,432
-1,950
45
$12.1M 0.77%
190,157
-10,383
46
$11.8M 0.75%
74,324
-814
47
$11.4M 0.73%
632,735
-16,404
48
$11.3M 0.72%
85,260
-4,103
49
$11.2M 0.71%
102,317
+3,526
50
$10.8M 0.69%
6,287
+22
1
2
3 4 5