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
251
$203K 0.01%
3,566
-1,766
252
$203K 0.01%
1,125
+4
253
$202K 0.01%
5,070
254
$195K 0.01%
2,949
255
$193K 0.01%
1,110
-16
256
$191K 0.01%
3,000
257
$190K 0.01%
5,276
-2
258
$188K 0.01%
4,807
-238
259
$185K 0.01%
417
+3
260
$185K 0.01%
1,700
261
$180K 0.01%
615
262
$177K 0.01%
1,029
+25
263
$176K 0.01%
2,369
-17
264
$169K 0.01%
5,315
265
$167K 0.01%
2,980
266
$166K 0.01%
958
+201
267
$161K 0.01%
2,860
268
$158K 0.01%
3,535
-1
269
$158K 0.01%
2,751
-30
270
$158K 0.01%
6,400
271
$157K 0.01%
2,772
+169
272
$156K 0.01%
1,429
273
$156K 0.01%
4,023
+3,688
274
$156K 0.01%
484
-11
275
$153K 0.01%
3,825
9 10
11
12 13