WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$9.76M
3
+$7.97M
4
CPRT icon
Copart
CPRT
+$6.56M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.1M

Top Sells

1
+$18.2M
2
+$10.4M
3
+$8.32M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.17M
5
NVDA icon
NVIDIA
NVDA
+$3.96M

Sector Composition

1 Technology 22.66%
2 Financials 11%
3 Healthcare 8.6%
4 Industrials 8%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$691 ﹤0.01%
2
-20
752
$584 ﹤0.01%
26
-26
753
$485 ﹤0.01%
20
754
$415 ﹤0.01%
131
755
$382 ﹤0.01%
303
-512
756
$330 ﹤0.01%
7
757
$320 ﹤0.01%
10
758
$314 ﹤0.01%
10
759
$261 ﹤0.01%
20
760
$232 ﹤0.01%
+4
761
$61 ﹤0.01%
3
762
$38 ﹤0.01%
3
763
$28 ﹤0.01%
1
764
$25 ﹤0.01%
27
765
– –
-51
766
– –
-49
767
– –
-2,528
768
– –
-35
769
– –
-710
770
– –
-150
771
– –
-10
772
– –
-1
773
– –
-1,211
774
– –
-400
775
– –
-2,050
29 30
31
32 33