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
201
$282K 0.02%
114
202
$282K 0.02%
5,355
203
$275K 0.01%
+2,307
204
$275K 0.01%
15,000
205
$265K 0.01%
7,513
-1,540
206
$263K 0.01%
1,488
-228
207
$248K 0.01%
1,881
-1,050
208
$246K 0.01%
5,280
209
$240K 0.01%
2,227
210
$233K 0.01%
3,444
-150
211
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1,130
212
$218K 0.01%
3,310
+470
213
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956
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214
$213K 0.01%
1,322
215
$210K 0.01%
8,414
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216
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1,582
-693
217
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218
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220
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221
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-2,032
222
$126K 0.01%
13,634
-2,035
223
$126K 0.01%
11,348
-10,185
224
$117K 0.01%
10,000
225
$52K ﹤0.01%
550
7 8
9
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