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
$2.83B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.6M
3
+$2.33M
4
ELF icon
e.l.f. Beauty
ELF
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.14M

Top Sells

1
+$11.2M
2
+$2.55M
3
+$2.15M
4
AVGO icon
Broadcom
AVGO
+$2.07M
5
J icon
Jacobs Solutions
J
+$1.64M

Sector Composition

1 Technology 25.26%
2 Financials 10.54%
3 Industrials 8.18%
4 Consumer Discretionary 7.76%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$341K 0.01%
1,358
227
$340K 0.01%
1,496
+472
228
$326K 0.01%
1,617
229
$318K 0.01%
11,097
-545
230
$317K 0.01%
725
231
$316K 0.01%
7,885
232
$315K 0.01%
2,702
233
$304K 0.01%
6,705
+354
234
$304K 0.01%
647
+450
235
$302K 0.01%
3,724
-856
236
$301K 0.01%
6,249
237
$295K 0.01%
2,927
-77
238
$292K 0.01%
5,642
239
$288K 0.01%
1,573
+17
240
$287K 0.01%
4,318
-47
241
$276K 0.01%
12,294
242
$265K 0.01%
3,605
+600
243
$260K 0.01%
3,984
+8
244
$253K 0.01%
7,907
+6,907
245
$238K 0.01%
1,005
246
$238K 0.01%
566
+350
247
$233K 0.01%
2,356
-502
248
$233K 0.01%
1,675
249
$233K 0.01%
870
-29
250
$232K 0.01%
2,240
+257
8 9
10
11 12