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
$3.05B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.97M
3
+$2.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.36M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.72M

Top Sells

1
+$3.55M
2
+$3.18M
3
+$2.79M
4
SPGI icon
S&P Global
SPGI
+$1.16M
5
IQV icon
IQVIA
IQV
+$945K

Sector Composition

1 Technology 25.75%
2 Financials 10.4%
3 Industrials 7.9%
4 Consumer Discretionary 7.67%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.3M 0.41%
80,370
-1,627
77
$12.3M 0.4%
55,803
+4,676
78
$11.8M 0.39%
63,242
-3,326
79
$11.8M 0.39%
23,529
+8,191
80
$11.7M 0.39%
53,198
+1,267
81
$11.6M 0.38%
173,423
-13,241
82
$11.5M 0.38%
37,728
+384
83
$10.7M 0.35%
72,911
+1,601
84
$10.6M 0.35%
113,214
-4,448
85
$8.93M 0.29%
93,748
+2,178
86
$8.89M 0.29%
202,245
+3,595
87
$8.86M 0.29%
110,826
-9,326
88
$8.82M 0.29%
116,221
+12,352
89
$8.55M 0.28%
190,042
+860
90
$8.28M 0.27%
12,372
-99
91
$8.13M 0.27%
318,994
-137
92
$7.71M 0.25%
26,241
+690
93
$7.57M 0.25%
59,755
-1,757
94
$7.36M 0.24%
234,147
-3,491
95
$7.31M 0.24%
30,993
-153
96
$7.25M 0.24%
31,308
+2,647
97
$7.16M 0.23%
135,304
+1,650
98
$6.47M 0.21%
120,192
+11,349
99
$6.22M 0.2%
25,521
+1,236
100
$5.87M 0.19%
89,071
-857
2 3
4
5 6