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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.9M
3
+$5.46M
4
GMED icon
Globus Medical
GMED
+$4.61M
5
BEPC icon
Brookfield Renewable
BEPC
+$4.38M

Top Sells

1
+$6.81M
2
+$6.58M
3
+$3.55M
4
PYPL icon
PayPal
PYPL
+$3.25M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$56K ﹤0.01%
1,677
502
$55K ﹤0.01%
2,700
503
$55K ﹤0.01%
540
-35
504
$54K ﹤0.01%
750
505
$54K ﹤0.01%
851
506
$53K ﹤0.01%
244
-21
507
$52K ﹤0.01%
800
508
$52K ﹤0.01%
1,500
509
$52K ﹤0.01%
2,640
510
$51K ﹤0.01%
2,800
511
$51K ﹤0.01%
1,685
+200
512
$51K ﹤0.01%
4,140
513
$51K ﹤0.01%
928
+328
514
$51K ﹤0.01%
893
515
$51K ﹤0.01%
1,520
516
$50K ﹤0.01%
800
517
$50K ﹤0.01%
670
518
$50K ﹤0.01%
2,885
519
$50K ﹤0.01%
1,250
520
$50K ﹤0.01%
1,500
521
$50K ﹤0.01%
265
+245
522
$50K ﹤0.01%
395
523
$49K ﹤0.01%
414
+1
524
$49K ﹤0.01%
750
-350
525
$49K ﹤0.01%
333
19 20
21
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