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
126
$1.16M 0.07%
13,481
-438
127
$1.16M 0.07%
15,410
128
$1.14M 0.07%
19,081
-873
129
$1.09M 0.07%
83,664
+828
130
$1.08M 0.07%
28,333
-5,146
131
$973K 0.06%
24,971
-1,324
132
$945K 0.06%
13,626
-4,893
133
$943K 0.06%
78,984
-56
134
$899K 0.06%
14,351
135
$874K 0.06%
19,184
+1,764
136
$790K 0.05%
9,741
-103
137
$782K 0.05%
19,032
-13,825
138
$741K 0.05%
4,714
-51
139
$722K 0.05%
7,902
-86
140
$695K 0.04%
33,594
+204
141
$681K 0.04%
5,362
+190
142
$678K 0.04%
20,599
143
$671K 0.04%
5,000
144
$669K 0.04%
8,000
145
$668K 0.04%
8,684
+74
146
$653K 0.04%
8,004
-1
147
$630K 0.04%
12,117
-5,518
148
$609K 0.04%
2,419
-861
149
$599K 0.04%
6,958
150
$598K 0.04%
8,068
-82
4 5
6
7 8