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
$1.55B
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$7.2M
3
+$5.42M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.45M
5
TFC icon
Truist Financial
TFC
+$4.34M

Top Sells

1
+$11.2M
2
+$4.23M
3
+$4.16M
4
SE
Spectra Energy Corp Wi
SE
+$2.61M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.46M

Sector Composition

1 Financials 17.67%
2 Healthcare 12.15%
3 Technology 11.64%
4 Industrials 9.69%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$716K 0.05%
12,839
-210
127
$682K 0.04%
21,577
+225
128
$673K 0.04%
9,948
+7
129
$671K 0.04%
7,237
-401
130
$665K 0.04%
28,890
+1,425
131
$654K 0.04%
13,056
+734
132
$653K 0.04%
11,304
133
$650K 0.04%
21,562
-155
134
$627K 0.04%
5,594
-444
135
$619K 0.04%
5,645
-165
136
$613K 0.04%
8,563
-10,135
137
$606K 0.04%
32,640
138
$603K 0.04%
11,870
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139
$603K 0.04%
3,308
140
$594K 0.04%
10,921
141
$590K 0.04%
85,240
142
$572K 0.04%
8,282
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143
$552K 0.04%
4,972
+101
144
$528K 0.03%
6,098
+1,236
145
$521K 0.03%
8,433
+191
146
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15,340
+5,710
147
$504K 0.03%
6,813
+96
148
$499K 0.03%
6,435
-215
149
$485K 0.03%
6,583
+220
150
$462K 0.03%
13,262
+200
4 5
6
7 8