WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$9.51M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$1.26M
5
LYV icon
Live Nation Entertainment
LYV
+$1.24M

Top Sells

1
+$12.4M
2
+$10.4M
3
+$2.84M
4
WSO icon
Watsco Inc
WSO
+$2.78M
5
MSFT icon
Microsoft
MSFT
+$2.45M

Sector Composition

1 Technology 22.83%
2 Financials 10.2%
3 Healthcare 10.15%
4 Industrials 7.39%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$292K 0.01%
2,500
-470
227
$290K 0.01%
3,838
+19
228
$289K 0.01%
3,825
229
$285K 0.01%
2,845
+685
230
$285K 0.01%
1,995
-55
231
$274K 0.01%
5,943
+131
232
$273K 0.01%
7,510
-65
233
$270K 0.01%
3,750
234
$266K 0.01%
4,407
235
$251K 0.01%
1,703
-17
236
$251K 0.01%
4,435
237
$244K 0.01%
339
+2
238
$240K 0.01%
1,618
239
$240K 0.01%
4,087
+528
240
$238K 0.01%
2,361
+59
241
$237K 0.01%
1,550
242
$235K 0.01%
1,492
243
$235K 0.01%
1,919
244
$234K 0.01%
3,753
245
$230K 0.01%
2,640
246
$222K 0.01%
631
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247
$222K 0.01%
2,167
248
$221K 0.01%
5,943
249
$220K 0.01%
7,100
+1,350
250
$212K 0.01%
1,948
+148
8 9
10
11 12