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
1051
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1052
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1053
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1054
$0 ﹤0.01%
3
1055
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1056
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1057
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-53
1058
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-680
1059
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1060
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$0 ﹤0.01%
3
-36
1062
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-2,325
1063
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-4
1064
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1065
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-7,500
1066
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1067
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1068
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1069
$0 ﹤0.01%
1
1070
– –
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1071
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1072
$0 ﹤0.01%
15
1073
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-300
1074
– –
-6
1075
– –
-400
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