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
$1.87B
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11M
3
+$7.06M
4
MRSH
Marsh
MRSH
+$4.87M
5
SIVB
SVB Financial Group
SIVB
+$3.81M

Top Sells

1
+$9.69M
2
+$6.68M
3
+$5.95M
4
WFC icon
Wells Fargo
WFC
+$5.38M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.15M

Sector Composition

1 Financials 18.47%
2 Technology 12.77%
3 Consumer Discretionary 10.39%
4 Healthcare 10.37%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-1,316
877
– –
-800
878
– –
-2,268
879
– –
-912
880
– –
-450
881
– –
-2,402
882
– –
-15
883
– –
-505
884
– –
-100
885
– –
-350
886
– –
-3,200
887
– –
-366
888
– –
-1,000
889
– –
-400
890
– –
-4,000
891
– –
-900
892
– –
-266
893
– –
-1,600
894
– –
-51
895
– –
-58
896
– –
-275
897
– –
-480
898
– –
-62
899
– –
-316
900
– –
-32
34 35
36
37 38