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
$2.37B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$9.51M
3
+$1.56M
4
AAPL icon
Apple
AAPL
+$1.26M
5
LYV icon
Live Nation Entertainment
LYV
+$1.24M

Top Sells

1
+$12.4M
2
+$10.4M
3
+$2.84M
4
WSO icon
Watsco Inc
WSO
+$2.78M
5
MSFT icon
Microsoft
MSFT
+$2.45M

Sector Composition

1 Technology 22.83%
2 Financials 10.2%
3 Healthcare 10.15%
4 Industrials 7.39%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$766K 0.03%
5,811
-141
152
$733K 0.03%
7,704
-1,100
153
$722K 0.03%
1,836
154
$721K 0.03%
9,608
+311
155
$702K 0.03%
5,067
156
$695K 0.03%
7,119
157
$693K 0.03%
6,691
+134
158
$673K 0.03%
2,246
-5
159
$671K 0.03%
13,050
160
$669K 0.03%
7,402
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161
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7,708
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162
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163
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100
164
$634K 0.03%
12,173
165
$634K 0.03%
4,592
-52
166
$618K 0.03%
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167
$595K 0.03%
19,602
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168
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170
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1,196
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$548K 0.02%
7,382
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174
$538K 0.02%
6,988
175
$536K 0.02%
9,999
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