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
51
$10.7M 0.68%
238,772
+1,938
52
$10.6M 0.68%
67,101
+1,791
53
$10.5M 0.67%
97,344
-11,102
54
$10.5M 0.67%
96,160
+1,706
55
$10M 0.64%
116,604
-536
56
$9.94M 0.63%
137,408
-2,248
57
$9.79M 0.62%
50,268
-18
58
$9.74M 0.62%
224,772
-1,277
59
$9.42M 0.6%
103,562
-330
60
$9.09M 0.58%
230,518
-65,915
61
$8.81M 0.56%
203,429
-5,668
62
$8.8M 0.56%
244,682
-2,770
63
$8.67M 0.55%
74,167
-10,420
64
$8.62M 0.55%
84,063
-1,403
65
$8.6M 0.55%
66,536
-1,957
66
$8.57M 0.55%
78,267
-3,059
67
$8.04M 0.51%
22,795
+1,429
68
$8.03M 0.51%
124,755
-73
69
$7.73M 0.49%
37,967
-1,150
70
$7.6M 0.48%
75,436
-3,557
71
$7.14M 0.45%
73,245
-794
72
$7.14M 0.45%
230,094
-12,711
73
$6.73M 0.43%
94,140
-2,679
74
$6.71M 0.43%
71,694
-13,693
75
$6.71M 0.43%
69,665
-2,800
1 2
3
4 5