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
126
$1.94M 0.07%
17,588
-563
127
$1.91M 0.07%
14,369
128
$1.79M 0.06%
12,485
+331
129
$1.65M 0.06%
5,161
+474
130
$1.62M 0.06%
4,165
131
$1.54M 0.05%
10,915
+201
132
$1.51M 0.05%
13,349
133
$1.4M 0.05%
19,035
134
$1.36M 0.05%
15,075
135
$1.22M 0.04%
4,736
-265
136
$1.2M 0.04%
24,335
-2,295
137
$1.13M 0.04%
6,068
-10
138
$1.12M 0.04%
6,353
-135
139
$1.03M 0.04%
31,598
-57
140
$1.02M 0.04%
28,438
141
$995K 0.04%
10,950
142
$989K 0.04%
11,103
-241
143
$980K 0.03%
3,216
+35
144
$942K 0.03%
4,771
+623
145
$940K 0.03%
11,650
+188
146
$935K 0.03%
9,313
-314
147
$933K 0.03%
19,497
148
$893K 0.03%
4,904
-2
149
$889K 0.03%
8,278
-282
150
$880K 0.03%
4,815
4 5
6
7 8