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
101
$5.55M 0.18%
19,733
+476
102
$5.36M 0.18%
87,139
+4,989
103
$5.19M 0.17%
46,016
+334
104
$4.92M 0.16%
19,357
+27
105
$4.91M 0.16%
15,955
-70
106
$4.1M 0.13%
14,538
+933
107
$4.1M 0.13%
311,195
+1,400
108
$3.57M 0.12%
9,427
-534
109
$3.53M 0.12%
18,610
+404
110
$3.46M 0.11%
51,557
-5,933
111
$3.36M 0.11%
75,104
112
$3.33M 0.11%
11,799
-182
113
$3.21M 0.11%
9,418
+7,716
114
$3.05M 0.1%
6,679
-197
115
$2.9M 0.1%
11,428
-430
116
$2.78M 0.09%
5,574
+230
117
$2.6M 0.09%
96,314
-1,540
118
$2.59M 0.09%
58,006
-2,380
119
$2.55M 0.08%
90,143
-11,293
120
$2.51M 0.08%
29,877
+517
121
$2.26M 0.07%
27,409
-995
122
$2.19M 0.07%
9,271
-30
123
$2.17M 0.07%
36,174
-56
124
$2.14M 0.07%
4,563
125
$2.04M 0.07%
14,369
3 4
5
6 7