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
151
$442K 0.03%
10,764
-62,936
152
$434K 0.03%
5,393
153
$425K 0.03%
4,050
154
$422K 0.03%
4,548
155
$407K 0.03%
7,656
+42
156
$405K 0.03%
16,680
157
$399K 0.03%
2,968
-100
158
$394K 0.03%
8,001
+682
159
$385K 0.02%
32,130
160
– –
0
161
$373K 0.02%
30,798
-7,705
162
$372K 0.02%
2,583
-225
163
$359K 0.02%
2,077
+100
164
$357K 0.02%
3,300
165
$354K 0.02%
8,377
166
$351K 0.02%
14,530
167
$335K 0.02%
1,500
168
$331K 0.02%
5,224
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169
$325K 0.02%
4,523
-1,923
170
– –
0
171
$312K 0.02%
4,384
172
$305K 0.02%
6,176
173
$301K 0.02%
2,569
+230
174
$297K 0.02%
3,131
175
$297K 0.02%
2,422
-296
5 6
7
8 9