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WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
851
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-3,527
852
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-100
853
– –
-15,410
854
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855
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-43
856
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-100
857
– –
-380
858
– –
-139
859
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-51
860
– –
-300
861
– –
-88
862
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863
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-195
864
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-70
865
– –
-5
866
– –
-3,320
867
– –
-507
868
– –
-490
869
– –
-23
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