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
676
$22K ﹤0.01%
93
-6
677
$22K ﹤0.01%
1,836
678
$22K ﹤0.01%
1,250
679
$22K ﹤0.01%
1,160
680
$22K ﹤0.01%
+150
681
$22K ﹤0.01%
300
682
$22K ﹤0.01%
412
683
$22K ﹤0.01%
667
684
$21K ﹤0.01%
200
-47
685
$21K ﹤0.01%
269
686
$21K ﹤0.01%
500
-8
687
$21K ﹤0.01%
480
688
$21K ﹤0.01%
392
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689
$21K ﹤0.01%
700
690
$20K ﹤0.01%
395
691
$20K ﹤0.01%
400
692
$20K ﹤0.01%
172
+1
693
$20K ﹤0.01%
1,360
+200
694
$20K ﹤0.01%
+2,000
695
$20K ﹤0.01%
522
696
$20K ﹤0.01%
135
697
$20K ﹤0.01%
406
698
$19K ﹤0.01%
169
-16
699
$19K ﹤0.01%
876
+236
700
$19K ﹤0.01%
758
26 27
28
29 30