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
151
$871K 0.03%
1,550
+24
152
$862K 0.03%
4,997
-1,196
153
$855K 0.03%
10,675
-57
154
$851K 0.03%
6,315
-3,224
155
$840K 0.03%
9,163
-492
156
$836K 0.03%
7,862
-2
157
$813K 0.03%
6,891
+266
158
$770K 0.03%
5,225
159
$747K 0.03%
5,900
160
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100
161
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4,964
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162
$721K 0.03%
1,363
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163
$715K 0.03%
6,386
164
$714K 0.03%
3,355
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165
$694K 0.02%
7,560
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166
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167
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168
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169
$674K 0.02%
4,430
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170
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-1,191
171
$658K 0.02%
14,208
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172
$647K 0.02%
11,993
173
$634K 0.02%
4,753
-268
174
$617K 0.02%
6,786
-206
175
$616K 0.02%
5,840
+1,305
5 6
7
8 9