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
$2.83B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1 +$8.92M
2 +$8.6M
3 +$2.33M
4
ELF icon
e.l.f. Beauty
ELF
+$1.92M
5
JPM icon
JPMorgan Chase
JPM
+$1.14M

Top Sells

1 +$11.2M
2 +$2.55M
3 +$2.15M
4
AVGO icon
Broadcom
AVGO
+$2.07M
5
J icon
Jacobs Solutions
J
+$1.64M

Sector Composition

1 Technology 25.26%
2 Financials 10.54%
3 Industrials 8.18%
4 Consumer Discretionary 7.76%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$10.9M 0.39%
37,344
+203
77
$10.8M 0.38%
88,100
+87,309
78
$10.5M 0.37%
154,459
-3
79
$10.5M 0.37%
117,662
+1,223
80
$10.4M 0.37%
+19,482
81
$9.91M 0.35%
188,452
-1,740
82
$9.55M 0.34%
120,152
-803
83
$9.28M 0.33%
189,182
+12,440
84
$8.62M 0.3%
51,127
+4,098
85
$8.6M 0.3%
198,650
-2,385
86
$8.48M 0.3%
237,638
-6,317
87
$7.98M 0.28%
91,570
-574
88
$7.74M 0.27%
12,471
89
$7.74M 0.27%
319,131
+1,799
90
$7.67M 0.27%
103,869
-509
91
$7.45M 0.26%
15,338
-2,691
92
$7.44M 0.26%
61,512
-19,095
93
$7.32M 0.26%
89,928
+897
94
$7.15M 0.25%
25,551
-1,005
95
$7.08M 0.25%
31,146
+803
96
$6.51M 0.23%
133,654
-4,595
97
$6.04M 0.21%
82,150
+3,098
98
$5.7M 0.2%
108,843
-1,965
99
$5.32M 0.19%
28,661
-451
100
$4.92M 0.17%
45,682
+697