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
826
– –
-90
827
– –
-250
828
– –
-640
829
– –
-2,800
830
– –
-400
831
– –
-3,852
832
– –
-150
833
– –
-100
834
– –
-1,550
835
– –
-5,100
836
– –
-1,500
837
– –
-25
838
– –
-5,523
839
– –
-1,240
840
– –
-1,000
841
– –
-700
842
– –
-300
843
– –
-3,986
844
– –
-79
845
– –
-1,416
846
– –
-200
847
– –
-207
848
– –
-100
849
– –
-340
850
– –
-640
31 32 33
34
35