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
751
– –
-100
752
– –
-350
753
– –
-12
754
– –
-7
755
– –
-900
756
– –
-150
757
– –
-500
758
– –
-54
759
– –
-320
760
– –
-240
761
– –
-2,022
762
– –
-1,000
763
– –
-400
764
– –
-200
765
– –
-889
766
– –
-12
767
– –
-28
768
– –
-66
769
– –
-157
770
– –
-708
771
– –
-411
772
– –
-1,013
773
– –
-150
774
– –
-100
775
– –
-20
29 30
31
32 33