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
101
$4.58M 0.16%
19,330
-3,379
102
$4.57M 0.16%
16,025
-55
103
$4.49M 0.16%
57,490
-3,027
104
$4.37M 0.15%
6
105
$4.31M 0.15%
24,285
+841
106
$4.21M 0.15%
19,257
+83
107
$4.01M 0.14%
13,605
+1
108
$3.5M 0.12%
9,961
-35
109
$3.5M 0.12%
6,876
-50
110
$3.35M 0.12%
11,981
-2,062
111
$3.31M 0.12%
18,206
+2,097
112
$3.26M 0.12%
309,795
+17,754
113
$3.18M 0.11%
75,104
114
$3.07M 0.11%
11,858
-591
115
$3.03M 0.11%
5,344
-54
116
$2.94M 0.1%
101,436
-4,878
117
$2.61M 0.09%
97,854
-1,311
118
$2.56M 0.09%
60,386
-550
119
$2.32M 0.08%
29,360
+630
120
$2.15M 0.08%
28,404
-154,638
121
$2.14M 0.08%
9,301
-610
122
$2.07M 0.07%
36,230
-51
123
$2.06M 0.07%
29,069
+131
124
$1.97M 0.07%
13,539
-213
125
$1.94M 0.07%
4,563
-12
3 4
5
6 7