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
151
$596K 0.04%
10,222
-3,146
152
$592K 0.04%
14,927
-423
153
$591K 0.04%
7,732
+2,967
154
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4,434
155
$578K 0.04%
4,180
156
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25,352
157
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12,020
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158
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4,516
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159
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22,058
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160
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5,632
161
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7,249
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162
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163
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164
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4,478
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165
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6,988
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166
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167
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168
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169
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170
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171
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172
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14,000
173
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6,175
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174
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2,592
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175
$396K 0.03%
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7
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