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
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$9.51M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$1.26M
5
LYV icon
Live Nation Entertainment
LYV
+$1.24M

Top Sells

1
+$12.4M
2
+$10.4M
3
+$2.84M
4
WSO icon
Watsco Inc
WSO
+$2.78M
5
MSFT icon
Microsoft
MSFT
+$2.45M

Sector Composition

1 Technology 22.83%
2 Financials 10.2%
3 Healthcare 10.15%
4 Industrials 7.39%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$192 ﹤0.01%
3
902
$187 ﹤0.01%
20
903
$174 ﹤0.01%
40
904
$169 ﹤0.01%
10
905
$147 ﹤0.01%
2
906
$135 ﹤0.01%
2
907
$134 ﹤0.01%
2
908
$133 ﹤0.01%
2
909
$114 ﹤0.01%
15
910
– –
0
911
$11 ﹤0.01%
1
912
– –
-30
913
– –
-117
914
– –
-2
915
– –
-400
916
– –
-100
917
– –
-16
918
– –
-160
919
– –
-29
920
– –
-293
921
– –
-1,660
922
– –
-1,000
923
– –
-2,000
924
– –
-42
925
– –
-160
35 36
37
38 39