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
801
– –
-365
802
– –
-600
803
– –
-5,322
804
– –
-278
805
– –
-424
806
– –
-2,618
807
– –
-800
808
– –
-1,016
809
– –
-665
810
– –
-3,852
811
– –
-150
812
– –
-100
813
– –
-1,550
814
– –
-5,100
815
– –
-1,500
816
– –
-25
817
– –
-44
818
– –
-606
819
– –
-90
820
– –
-4,440
821
– –
-37
822
– –
-100,000
823
– –
-1,199
824
– –
-3,600
825
– –
-97
31 32
33
34 35