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
26
$26.4M 0.86%
28,471
+191
27
$26.3M 0.86%
267,995
+1,648
28
$25.9M 0.85%
296,681
+12,118
29
$25.1M 0.82%
331,947
+4,403
30
$23.4M 0.77%
56,364
+387
31
$23.3M 0.77%
94,930
-1,909
32
$23.2M 0.76%
107,200
+1,475
33
$23.1M 0.76%
124,694
+90
34
$21.4M 0.7%
72,841
-2,048
35
$20.8M 0.68%
121,729
-1,003
36
$20.7M 0.68%
102,646
+1,561
37
$20.4M 0.67%
41,978
-2,166
38
$20.1M 0.66%
304,272
+3,499
39
$19.9M 0.65%
53,701
+282
40
$19.7M 0.65%
120,572
+727
41
$19.6M 0.64%
164,979
+639
42
$19.4M 0.64%
78,732
+817
43
$19.4M 0.64%
43,367
+253
44
$19.3M 0.63%
19,956
+2
45
$18.6M 0.61%
56,807
+2,776
46
$18.5M 0.61%
73,617
+109
47
$18.4M 0.6%
137,557
+3,644
48
$18.4M 0.6%
281,990
+23,296
49
$17.9M 0.59%
94,316
-5,196
50
$17.9M 0.59%
134,840
+2,977
1
2
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