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
51
$16.4M 0.58%
131,863
+22,480
52
$16.2M 0.57%
151,877
-2,946
53
$16.2M 0.57%
130,712
+3,945
54
$16M 0.57%
258,694
+12,452
55
$16M 0.57%
19,954
+498
56
$15.9M 0.56%
160,478
-4,481
57
$15.7M 0.55%
99,512
-1,046
58
$15.5M 0.55%
223,814
-615
59
$15.5M 0.55%
229,254
+579
60
$14.8M 0.52%
112,938
-13,298
61
$14.8M 0.52%
51,217
-99
62
$14.5M 0.51%
18,634
+114
63
$14.4M 0.51%
64,990
+10
64
$14.3M 0.51%
36,928
+2,442
65
$14.2M 0.5%
30,673
+171
66
$14.1M 0.5%
58,067
-309
67
$13.9M 0.49%
105,234
+676
68
$13.9M 0.49%
186,664
-10,568
69
$13.1M 0.46%
81,997
-245
70
$12.9M 0.46%
63,157
+4,034
71
$12.5M 0.44%
263,220
-9,101
72
$12.1M 0.43%
180,553
+136
73
$11.9M 0.42%
51,931
+891
74
$11.5M 0.41%
66,568
-7,861
75
$11.1M 0.39%
71,310
-30
1 2
3
4 5