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
101
$3.16M 0.2%
15,489
+897
102
$3.16M 0.2%
35,290
-2,233
103
$3.08M 0.2%
13,380
104
$2.79M 0.18%
10,461
-1,326
105
$2.67M 0.17%
15,017
-341
106
$2.32M 0.15%
49,815
-43,208
107
$2.21M 0.14%
46,757
-783
108
$2.19M 0.14%
15,873
-1,050
109
$2.03M 0.13%
27,765
-839
110
$1.93M 0.12%
40,995
-18
111
$1.92M 0.12%
17,687
-38,287
112
$1.86M 0.12%
27,753
+1,965
113
$1.58M 0.1%
24,295
-163
114
$1.49M 0.1%
10,014
+368
115
$1.42M 0.09%
9,690
+327
116
$1.39M 0.09%
13,000
-100
117
$1.39M 0.09%
40,100
118
$1.36M 0.09%
22,738
119
$1.31M 0.08%
7,740
-920
120
$1.3M 0.08%
35,486
-536
121
$1.28M 0.08%
35,183
-9,206
122
$1.22M 0.08%
4
123
$1.2M 0.08%
19,239
+289
124
$1.18M 0.08%
22,840
-220
125
$1.18M 0.08%
26,114
+567
3 4
5
6 7