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
$1.87B
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.55M
3
+$9.45M
4
CRM icon
Salesforce
CRM
+$7.9M
5
DD icon
DuPont de Nemours
DD
+$6.5M

Top Sells

1
+$21.2M
2
+$15M
3
+$4.57M
4
SLB icon
SLB Ltd
SLB
+$4.35M
5
OXY icon
Occidental Petroleum
OXY
+$3.46M

Sector Composition

1 Financials 16.9%
2 Technology 15.95%
3 Consumer Discretionary 10.27%
4 Healthcare 9.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-5,000
227
– –
-2,173
228
– –
-1,322
229
– –
-1,612
230
– –
-6,515
231
– –
-1,409
232
– –
-6,840
233
– –
-1,453
234
– –
-550
235
– –
-2,725
236
– –
-7,626
237
– –
-68,905
238
– –
-648
239
– –
-3,713
240
– –
-9,272
241
– –
-3,462
242
– –
-2,408
243
– –
-2,207
244
– –
-4,200
245
– –
-1,181
246
– –
-7,060
247
– –
-5,325
248
– –
-4,493
249
– –
-4,650
6 7 8 9
10