WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.38M
3
+$4.67M
4
NVDA icon
NVIDIA
NVDA
+$4.29M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.36M

Top Sells

1
+$11.4M
2
+$4.16M
3
+$3.54M
4
SIVB
SVB Financial Group
SIVB
+$2.88M
5
AIG icon
American International
AIG
+$2.6M

Sector Composition

1 Financials 17.14%
2 Technology 12.38%
3 Healthcare 10.81%
4 Consumer Discretionary 9.83%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.44M 0.41%
189,069
-2,921
77
$6.42M 0.41%
100,153
-20,045
78
$6.4M 0.41%
191,447
-12,018
79
$6.38M 0.41%
+104,380
80
$6.15M 0.39%
23,490
+50
81
$5.79M 0.37%
98,160
-3,935
82
$5.55M 0.35%
94,398
-1,229
83
$5.32M 0.34%
73,016
-6,147
84
$5.32M 0.34%
115,423
-36,202
85
$5.27M 0.34%
60,407
-3,293
86
$5.07M 0.32%
63,551
+4,928
87
$5.04M 0.32%
139,630
-67,483
88
$4.67M 0.3%
+116,644
89
$4.54M 0.29%
49,292
-2,260
90
$4.52M 0.29%
49,134
-1,918
91
$4.43M 0.28%
153,261
+2,045
92
$4.41M 0.28%
69,987
-180,877
93
$4.29M 0.27%
+1,286,240
94
$4.26M 0.27%
69,389
-7,190
95
$4.23M 0.27%
27,413
+1,885
96
$3.79M 0.24%
80,756
-455
97
$3.75M 0.24%
171,775
-12,587
98
$3.7M 0.24%
49,586
-7,611
99
$3.6M 0.23%
18,965
-15,159
100
$3.17M 0.2%
32,342
-2,004
2 3
4
5 6