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
376
– –
-3,161
377
– –
-539
378
– –
-22
379
– –
-3,105
380
– –
-483
381
– –
-3
382
– –
-143
383
– –
-67
384
– –
-7
385
– –
-161
386
– –
-90
387
– –
-1,650
388
– –
-300
389
– –
-200
390
– –
-3,152
391
– –
-750
392
– –
-36
393
– –
-60
394
– –
-165
395
– –
-786
396
– –
-322
397
– –
-1,500
398
– –
-260
399
– –
-692
400
– –
-810
14 15
16
17 18