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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.9M
3
+$5.46M
4
GMED icon
Globus Medical
GMED
+$4.61M
5
BEPC icon
Brookfield Renewable
BEPC
+$4.38M

Top Sells

1
+$6.81M
2
+$6.58M
3
+$3.55M
4
PYPL icon
PayPal
PYPL
+$3.25M
5
AAPL icon
Apple
AAPL
+$2.79M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1K ﹤0.01%
31
+3
1027
$1K ﹤0.01%
15
1028
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47
1029
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10
1030
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+18
1031
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33
1032
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21
1033
$1K ﹤0.01%
+48
1034
$1K ﹤0.01%
+10
1035
$1K ﹤0.01%
36
-18
1036
$1K ﹤0.01%
16
1037
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28
1038
$1K ﹤0.01%
+32
1039
$1K ﹤0.01%
26
-2
1040
$1K ﹤0.01%
31
-5
1041
$1K ﹤0.01%
8
-1
1042
$1K ﹤0.01%
50
1043
$1K ﹤0.01%
46
+9
1044
$1K ﹤0.01%
82
1045
$1K ﹤0.01%
56
1046
– –
-8,007
1047
– –
-63
1048
– –
-5,000
1049
$0 ﹤0.01%
4
-23
1050
$0 ﹤0.01%
4
40 41
42
43 44