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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
901
$3K ﹤0.01%
+8
902
$3K ﹤0.01%
43
903
$3K ﹤0.01%
200
904
$3K ﹤0.01%
197
905
$3K ﹤0.01%
24
-11
906
$3K ﹤0.01%
62
907
$3K ﹤0.01%
32
908
$3K ﹤0.01%
32
+1
909
$3K ﹤0.01%
133
910
$3K ﹤0.01%
+75
911
$3K ﹤0.01%
+70
912
$3K ﹤0.01%
100
913
$3K ﹤0.01%
191
914
$3K ﹤0.01%
118
915
$3K ﹤0.01%
14
916
– –
0
917
$3K ﹤0.01%
66
-8
918
$3K ﹤0.01%
50
919
$3K ﹤0.01%
2
920
$3K ﹤0.01%
61
921
$3K ﹤0.01%
107
922
$2K ﹤0.01%
59
-4
923
$2K ﹤0.01%
13
924
$2K ﹤0.01%
48
925
$2K ﹤0.01%
41
+6
35 36
37
38 39