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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
$2.27B
AUM Growth
-$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$6.66M
3
+$1.3M
4
CRM icon
Salesforce
CRM
+$1.04M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$969K

Top Sells

1
+$1.95M
2
+$1.8M
3
+$1.55M
4
AAPL icon
Apple
AAPL
+$1.49M
5
BAC icon
Bank of America
BAC
+$1.48M

Sector Composition

1 Technology 22.39%
2 Healthcare 10.33%
3 Financials 10.17%
4 Industrials 7.49%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$115 ﹤0.01%
2
902
$87 ﹤0.01%
2
903
– –
0
904
– –
-8
905
– –
-818
906
– –
-2,500
907
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-2
908
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-29
909
– –
-1,500
910
– –
-144
911
– –
-400
912
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-1,450
913
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-250
914
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915
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916
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-119
917
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918
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-86
919
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920
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921
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922
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923
– –
-3,753
924
– –
-1,000
925
– –
-1,568
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