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
551
$45K ﹤0.01%
1,450
552
$44K ﹤0.01%
1,502
553
$44K ﹤0.01%
2,000
-4,580
554
$44K ﹤0.01%
2,400
555
$44K ﹤0.01%
1,048
+867
556
$43K ﹤0.01%
+643
557
$43K ﹤0.01%
236
558
$43K ﹤0.01%
246
559
$43K ﹤0.01%
3,143
560
$43K ﹤0.01%
663
561
$42K ﹤0.01%
500
562
$42K ﹤0.01%
912
563
$42K ﹤0.01%
5,541
564
$42K ﹤0.01%
600
565
$41K ﹤0.01%
1,612
566
$41K ﹤0.01%
900
567
$41K ﹤0.01%
425
568
$41K ﹤0.01%
1,500
569
$41K ﹤0.01%
385
570
$41K ﹤0.01%
200
571
$41K ﹤0.01%
810
-3
572
$40K ﹤0.01%
249
573
$40K ﹤0.01%
900
574
$40K ﹤0.01%
512
575
$40K ﹤0.01%
772
21 22
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