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
151
$904K 0.03%
11,311
+4,525
152
$903K 0.03%
4,556
-215
153
$892K 0.03%
10,648
-27
154
$836K 0.03%
8,318
-995
155
$835K 0.03%
5,997
-318
156
$831K 0.03%
5,900
157
$808K 0.03%
8,278
158
$803K 0.03%
100
159
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4,882
-22
160
$776K 0.03%
9,177
+14
161
$771K 0.03%
22,975
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162
$763K 0.03%
6,169
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163
$755K 0.02%
4,965
+1
164
$743K 0.02%
9,999
165
$736K 0.02%
5,225
166
$727K 0.02%
6,386
167
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169
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898
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170
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3,357
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171
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172
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11,993
173
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5,962
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174
$674K 0.02%
14,934
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175
$671K 0.02%
1,101
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7
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