WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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 10.8%
4 Consumer Discretionary 9.83%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.3M 3.9%
245,462
+41,834
2
$47.5M 3.02%
354,633
-7,009
3
$47M 2.99%
356,198
-8,472
4
$45.6M 2.9%
1,156,988
+19,060
5
$45M 2.86%
599,380
-25,280
6
$41.5M 2.64%
893,671
-20,209
7
$40.4M 2.57%
414,012
-7,639
8
$39.9M 2.54%
838,566
-10,296
9
$37.8M 2.4%
168,863
-3,659
10
$36.4M 2.32%
112,866
-3,791
11
$32.7M 2.08%
235,574
-607
12
$29.7M 1.89%
352,964
-10,058
13
$28.6M 1.82%
547,840
-700
14
$28.3M 1.8%
278,281
+1,703
15
$28.2M 1.8%
1,145,548
-15,696
16
$25.6M 1.63%
145,737
-8,981
17
$24.3M 1.54%
355,673
-1,729
18
$24.2M 1.54%
140,952
+670
19
$23.6M 1.5%
181,689
-4,546
20
$22.5M 1.43%
161,954
-2,273
21
$22.1M 1.41%
376,799
+23,061
22
$21.8M 1.39%
72,068
+638
23
$20.6M 1.31%
150,452
-3,373
24
$19.9M 1.27%
90,476
-1,018
25
$18M 1.14%
319,377
+23,921
1
2 3 4 5