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
476
– –
-55
477
– –
-38
478
– –
-2,000
479
– –
-500
480
– –
-674
481
– –
-26
482
– –
-1,655
483
– –
-1,015
484
– –
-152
485
– –
-4,000
486
– –
-1,606
487
– –
-175
488
– –
-1,872
489
– –
-50
490
– –
-730
491
– –
-107
492
– –
-239
493
– –
-30
494
– –
-4,400
495
– –
-1,292
496
– –
-739
497
– –
-8,150
498
– –
-504
499
– –
-1,008
500
– –
-925
18 19
20
21 22