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
926
– –
-400
927
– –
-13
928
– –
-12
929
– –
-30
930
– –
-2,411
931
– –
-12,741
932
– –
-32
933
– –
-96
934
– –
-108
935
– –
-117
936
– –
-1,122
937
– –
-18,150
938
– –
-4
939
– –
-28
940
– –
-590
941
– –
-20
942
– –
-3
943
– –
-32
944
– –
-36
945
– –
-8
946
– –
-100
947
– –
-2
948
– –
-188
949
– –
-120
950
– –
-328
35 36 37
38
39