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
$1.87B
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.4M
3
+$7.74M
4
MMC icon
Marsh & McLennan
MMC
+$4.75M
5
SIVB
SVB Financial Group
SIVB
+$3.75M

Top Sells

1
+$9.82M
2
+$6.72M
3
+$5.94M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.14M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.12M

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
126
$1.28M 0.07%
4
127
$1.25M 0.07%
15,410
128
$1.21M 0.06%
40,100
-815
129
$1.2M 0.06%
82,836
-4
130
$1.13M 0.06%
26,295
-350
131
$1.11M 0.06%
13,919
+540
132
$1.09M 0.06%
17,635
-330
133
$1.05M 0.06%
14,351
134
$1.02M 0.05%
79,040
-120
135
$975K 0.05%
4,765
-3
136
$960K 0.05%
3,280
-347
137
$911K 0.05%
13,368
-95
138
$907K 0.05%
17,420
-1,950
139
$895K 0.05%
20,599
-157
140
$888K 0.05%
4,300
+4
141
$851K 0.05%
9,844
-155
142
$824K 0.04%
33,390
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143
$817K 0.04%
8,000
144
$789K 0.04%
5,172
-773
145
$784K 0.04%
6,958
-580
146
$770K 0.04%
7,988
-508
147
$715K 0.04%
15,350
+1,085
148
$713K 0.04%
8,005
+4,001
149
$696K 0.04%
5,000
150
$692K 0.04%
4,434
+253
4 5
6
7 8