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
$2.61B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.16M
3
+$7.67M
4
CPRT icon
Copart
CPRT
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.85M

Top Sells

1
+$18M
2
+$10M
3
+$8.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.97M
5
NVDA icon
NVIDIA
NVDA
+$3.38M

Sector Composition

1 Technology 22.66%
2 Financials 10.99%
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
– –
-163
766
– –
-700
767
– –
0
768
– –
-637
769
– –
-23
770
– –
-18
771
– –
-3,070
772
– –
-133
773
– –
-312
774
– –
-3,093
775
– –
-49
29 30
31
32 33