WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
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
926
– –
-26
927
– –
-325
928
– –
-41
929
– –
-1,200
930
– –
-848
931
– –
-750
932
– –
-1,544
933
– –
-250
934
– –
-4,523
935
– –
-1,450
936
– –
-975
937
– –
-172
938
– –
-20
939
– –
-4,639
940
– –
-899
941
– –
-1,639
942
– –
-1,100
943
– –
-1,000
944
– –
-60
945
– –
-2,610
946
– –
-2,175
947
– –
-23
948
– –
-52
949
– –
-118
950
– –
-275
36 37
38
39 40