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
51
$17M 0.56%
113,674
+736
52
$16.8M 0.55%
70,970
-281
53
$16.8M 0.55%
21,446
+103
54
$16.7M 0.55%
167,012
+6,534
55
$16.6M 0.55%
154,605
+2,728
56
$16.3M 0.54%
82,403
+826
57
$15.6M 0.51%
190,510
+2,058
58
$15.5M 0.51%
227,235
+3,421
59
$15.4M 0.51%
71,368
+8,211
60
$15.3M 0.5%
133,972
+3,260
61
$15.2M 0.5%
30,516
-157
62
$15.1M 0.49%
20
+14
63
$15M 0.49%
37,209
-354
64
$14.6M 0.48%
51,863
+646
65
$14.6M 0.48%
234,034
+4,780
66
$14.3M 0.47%
18,803
+169
67
$14.3M 0.47%
102,117
-3,117
68
$13.8M 0.45%
57,772
-295
69
$13.7M 0.45%
38,714
+1,786
70
$13.4M 0.44%
260,096
-3,124
71
$13.4M 0.44%
20,594
+1,112
72
$13.2M 0.43%
153,111
-1,348
73
$13.2M 0.43%
184,297
+3,744
74
$13.1M 0.43%
92,328
+4,228
75
$12.5M 0.41%
64,836
-154
1 2
3
4 5