WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
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
+$12.2M
2
+$11.4M
3
+$7.74M
4
MRSH
Marsh
MRSH
+$4.75M
5
SIVB
SVB Financial Group
SIVB
+$3.75M

Top Sells

1
+$9.82M
2
+$6.72M
3
+$5.94M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.14M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.12M

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
926
– –
-265
927
– –
-700
928
– –
-4
929
– –
-3
930
– –
-1,098
931
– –
-1,167
932
– –
-141
933
– –
-160
934
– –
-240
935
– –
-2,022
936
– –
-1,000
937
– –
-400
938
– –
-200
939
– –
-889
940
– –
-17
941
– –
-428
942
– –
-4,075
943
– –
-416
944
– –
-3,466
945
– –
-199
946
– –
-40
947
– –
-1,531
948
– –
-1,237
949
– –
-1,048
950
– –
-17,400
36 37
38
39 40