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
801
$8K ﹤0.01%
156
802
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+90
803
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+984
804
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340
805
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100
806
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807
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300
808
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42
809
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84
+53
810
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811
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+1,000
812
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813
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200
815
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816
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65
-10
817
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819
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820
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821
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822
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823
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824
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200
825
$7K ﹤0.01%
+70
31 32
33
34 35