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
176
$392K 0.02%
11,815
-1,885
177
$386K 0.02%
5,061
-200
178
$369K 0.02%
2,305
-3
179
$361K 0.02%
+26,902
180
$346K 0.02%
2,317
-1,149
181
$327K 0.02%
3,341
-110
182
$324K 0.02%
14,533
-1,366
183
$319K 0.02%
8,600
+1,000
184
$314K 0.02%
3,420
185
$310K 0.02%
4,767
186
$310K 0.02%
2,680
187
$308K 0.02%
6,774
188
$293K 0.02%
1,178
-748
189
$283K 0.02%
5,355
190
$276K 0.02%
4,829
+516
191
$272K 0.02%
1,903
+85
192
$265K 0.02%
5,363
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193
$253K 0.02%
8,363
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194
$252K 0.02%
2,266
195
$250K 0.02%
1,488
196
$246K 0.02%
7,000
197
$244K 0.02%
100
-14
198
$243K 0.02%
2,227
199
$231K 0.01%
2,307
200
$230K 0.01%
+7,095
6 7
8
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