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
201
$486K 0.02%
1,775
202
$483K 0.02%
7,318
+288
203
$476K 0.02%
1,745
+187
204
$467K 0.02%
6,524
+690
205
$466K 0.02%
1,788
206
$464K 0.02%
5,805
+2,200
207
$459K 0.02%
8,599
+2,350
208
$457K 0.02%
1,851
+355
209
$450K 0.01%
10,260
210
$443K 0.01%
4,938
+843
211
$439K 0.01%
6,410
-415
212
$431K 0.01%
13,210
+2,113
213
$430K 0.01%
5,280
-463
214
$427K 0.01%
1,978
-24
215
$426K 0.01%
5,985
216
$424K 0.01%
2,200
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217
$422K 0.01%
4,200
218
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4,170
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219
$401K 0.01%
4,390
+2,034
220
$388K 0.01%
5,073
-1,750
221
$385K 0.01%
1,500
222
$385K 0.01%
1,334
-12
223
$377K 0.01%
1,852
224
$371K 0.01%
1,616
-14
225
$366K 0.01%
3,850
7 8
9
10 11