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
201
$230K 0.01%
3,298
-12
202
$229K 0.01%
3,816
-108
203
$228K 0.01%
1,800
-1,418
204
$228K 0.01%
3,398
205
$226K 0.01%
+4,549
206
$224K 0.01%
9,099
+3,461
207
$224K 0.01%
6,033
-5,136
208
$219K 0.01%
3,844
+400
209
$214K 0.01%
+3,883
210
$212K 0.01%
2,080
211
$201K 0.01%
+2,225
212
$201K 0.01%
15,000
213
$115K 0.01%
10,000
214
$94K 0.01%
11,348
215
$42K ﹤0.01%
3,333
216
$32K ﹤0.01%
4,950
217
$28K ﹤0.01%
550
218
$14K ﹤0.01%
19,000
219
$11K ﹤0.01%
1,111
220
$7K ﹤0.01%
400
221
– –
-2,750
222
– –
-8,414
223
– –
-13,634
224
– –
-5,483
225
– –
-956
6 7 8
9
10