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
26
$24.9M 0.88%
27,827
-276
27
$24.9M 0.88%
266,347
-1,353
28
$24.5M 0.87%
4,229
-268
29
$23.8M 0.84%
284,563
+6,719
30
$23.4M 0.83%
43,114
-533
31
$23.3M 0.82%
77,915
-328
32
$23.3M 0.82%
44,144
+245
33
$23.1M 0.82%
74,889
-164
34
$23M 0.81%
96,839
-887
35
$22.9M 0.81%
73,508
-1,494
36
$22.7M 0.8%
327,544
-2,566
37
$22.1M 0.78%
101,085
+265
38
$21.2M 0.75%
55,977
-526
39
$21.1M 0.75%
53,419
+835
40
$19.4M 0.69%
71,251
+1,428
41
$19M 0.67%
124,604
+836
42
$18.4M 0.65%
122,732
-979
43
$18.2M 0.64%
133,913
+3,722
44
$18.1M 0.64%
119,845
-624
45
$18.1M 0.64%
300,773
+1,519
46
$18M 0.64%
164,340
+3,848
47
$17.9M 0.63%
76,887
+73
48
$17M 0.6%
21,343
+106
49
$16.6M 0.59%
37,563
-603
50
$16.4M 0.58%
54,031
+500
1
2
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