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
126
$2.03M 0.07%
10,909
+4,556
127
$1.97M 0.06%
4,131
-34
128
$1.91M 0.06%
28,800
-269
129
$1.91M 0.06%
17,173
-415
130
$1.81M 0.06%
6,012
+1,276
131
$1.79M 0.06%
11,548
-937
132
$1.78M 0.06%
11,175
+260
133
$1.67M 0.05%
12,812
-537
134
$1.63M 0.05%
15,075
135
$1.55M 0.05%
12,242
-1,297
136
$1.42M 0.05%
19,050
+15
137
$1.38M 0.05%
4,151
-1,010
138
$1.34M 0.04%
3,776
+560
139
$1.32M 0.04%
24,271
-64
140
$1.25M 0.04%
35,248
+3,650
141
$1.24M 0.04%
6,151
+83
142
$1.1M 0.04%
28,438
143
$1.07M 0.04%
4,265
+2,227
144
$1.03M 0.03%
1,814
+264
145
$1.03M 0.03%
10,950
146
$1M 0.03%
1,628
+265
147
$953K 0.03%
10,429
-674
148
$946K 0.03%
11,650
149
$940K 0.03%
19,497
150
$937K 0.03%
4,815
4 5
6
7 8