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
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.52M
3
+$3.38M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.01M
5
UBER icon
Uber
UBER
+$2.01M

Top Sells

1
+$18.4M
2
+$12.8M
3
+$8.94M
4
TFC icon
Truist Financial
TFC
+$8.29M
5
JPM icon
JPMorgan Chase
JPM
+$6.46M

Sector Composition

1 Technology 20.99%
2 Financials 11.36%
3 Healthcare 10.71%
4 Industrials 7.48%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$347 ﹤0.01%
7
927
$343 ﹤0.01%
10
928
$330 ﹤0.01%
15
929
$316 ﹤0.01%
27
930
$308 ﹤0.01%
3
-4
931
$296 ﹤0.01%
90
932
$226 ﹤0.01%
20
933
$223 ﹤0.01%
40
934
$221 ﹤0.01%
21
935
$220 ﹤0.01%
5
936
$216 ﹤0.01%
+24
937
$204 ﹤0.01%
21
938
$194 ﹤0.01%
2
939
$164 ﹤0.01%
2
-2
940
$163 ﹤0.01%
2
941
$160 ﹤0.01%
3
942
$143 ﹤0.01%
4
-23
943
$143 ﹤0.01%
10
944
$135 ﹤0.01%
2
945
$133 ﹤0.01%
8
-3
946
$129 ﹤0.01%
2
947
$118 ﹤0.01%
2
948
$115 ﹤0.01%
15
949
– –
0
950
$7 ﹤0.01%
1
-63
36 37
38
39 40