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
176
$667K 0.02%
5,172
+175
177
$661K 0.02%
1,766
+180
178
$659K 0.02%
5,903
+63
179
$653K 0.02%
10,944
+4,396
180
$643K 0.02%
6,223
-200
181
$629K 0.02%
9,795
182
$616K 0.02%
4,953
+936
183
$605K 0.02%
4,613
-140
184
$603K 0.02%
4,317
185
$595K 0.02%
+1,980
186
$587K 0.02%
4,581
187
$583K 0.02%
2,088
+241
188
$580K 0.02%
4,350
+600
189
$579K 0.02%
7,685
-1
190
$578K 0.02%
3,747
191
$571K 0.02%
6,989
192
$569K 0.02%
5,586
193
$550K 0.02%
1,302
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194
$547K 0.02%
7,510
195
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196
$506K 0.02%
1,465
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197
$502K 0.02%
5,304
-101
198
$501K 0.02%
3,229
-1,201
199
$497K 0.02%
7,132
-249
200
$496K 0.02%
5,872
+500
6 7
8
9 10