WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
701
$19K ﹤0.01%
600
702
$19K ﹤0.01%
1,500
703
$19K ﹤0.01%
900
704
$19K ﹤0.01%
233
705
$19K ﹤0.01%
200
-50
706
$19K ﹤0.01%
450
707
$19K ﹤0.01%
169
-16
708
$18K ﹤0.01%
311
709
$18K ﹤0.01%
298
710
$18K ﹤0.01%
+300
711
$18K ﹤0.01%
72
712
$18K ﹤0.01%
450
713
$18K ﹤0.01%
+26
714
$18K ﹤0.01%
76
715
$18K ﹤0.01%
200
716
$17K ﹤0.01%
+120
717
$17K ﹤0.01%
180
-20
718
$17K ﹤0.01%
202
-39
719
$17K ﹤0.01%
475
+75
720
$17K ﹤0.01%
175
721
$17K ﹤0.01%
26
722
$17K ﹤0.01%
+500
723
$17K ﹤0.01%
100
724
$16K ﹤0.01%
105
-249
725
$16K ﹤0.01%
200
27 28
29
30 31