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
$1.87B
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11M
3
+$7.06M
4
MRSH
Marsh
MRSH
+$4.87M
5
SIVB
SVB Financial Group
SIVB
+$3.81M

Top Sells

1
+$9.69M
2
+$6.68M
3
+$5.95M
4
WFC icon
Wells Fargo
WFC
+$5.38M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.15M

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
726
– –
-40
727
– –
-51
728
– –
-3,123
729
– –
-600
730
– –
-1,250
731
– –
-2,732
732
– –
-972
733
– –
-1,969
734
– –
-250
735
– –
-4,523
736
– –
-675
737
– –
-800
738
– –
-1,532
739
– –
-642
740
– –
-1,000
741
– –
-500
742
– –
-175
743
– –
-111
744
– –
-8
745
– –
-11
746
– –
-15
747
– –
-29
748
– –
-504
749
– –
-150
750
– –
-2,109
28 29
30
31 32