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
176
$465K 0.02%
20,085
-4,785
177
$454K 0.02%
3,218
178
$437K 0.02%
15,899
-1,238
179
$422K 0.02%
11,169
-955
180
$410K 0.02%
12,399
181
$386K 0.02%
2,308
-146
182
$368K 0.02%
7,000
-51
183
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4,765
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184
$345K 0.02%
5,727
-2,790
185
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186
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6,774
187
$339K 0.02%
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188
$335K 0.02%
1,652
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189
$334K 0.02%
4,535
-2,462
190
$329K 0.02%
7,600
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191
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3,420
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192
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193
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194
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195
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3,924
196
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197
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2,680
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198
$287K 0.02%
2,266
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199
$286K 0.02%
2,080
200
$284K 0.02%
3,979
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