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
$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
1051
– –
-2,325
1052
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-4
1053
– –
-7,500
1054
– –
-1,075
1055
– –
-8
1056
– –
-39
1057
$0 ﹤0.01%
1
1058
– –
-64
1059
– –
-54
1060
– –
-75
1061
– –
-550
1062
– –
-15
1063
– –
-582
1064
– –
-75
1065
– –
-1,880
1066
– –
-34
1067
$0 ﹤0.01%
4
1068
– –
-800
1069
– –
-913
1070
– –
-500
1071
$0 ﹤0.01%
3
1072
– –
-79
1073
– –
-20
1074
– –
-53
1075
– –
-680
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