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
$1.87B
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.55M
3
+$9.45M
4
CRM icon
Salesforce
CRM
+$7.9M
5
DD icon
DuPont de Nemours
DD
+$6.5M

Top Sells

1
+$21.2M
2
+$15M
3
+$4.57M
4
SLB icon
SLB Ltd
SLB
+$4.35M
5
OXY icon
Occidental Petroleum
OXY
+$3.46M

Sector Composition

1 Financials 16.9%
2 Technology 15.95%
3 Consumer Discretionary 10.27%
4 Healthcare 9.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$413K 0.02%
10,580
-100
177
$410K 0.02%
4,898
-907
178
$408K 0.02%
1,853
-150
179
$388K 0.02%
26,902
180
$364K 0.02%
100
181
$361K 0.02%
11,236
+640
182
$354K 0.02%
5,245
+149
183
$349K 0.02%
3,500
184
$337K 0.02%
1,755
-250
185
$332K 0.02%
6,774
-41
186
$330K 0.02%
6,033
-650
187
$323K 0.02%
3,175
-2,170
188
$319K 0.02%
7,000
189
$316K 0.02%
2,705
-2,356
190
$311K 0.02%
3,100
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191
$303K 0.02%
1,800
-1,452
192
$295K 0.02%
2,266
193
$281K 0.02%
2,080
194
$277K 0.01%
2,307
195
$276K 0.01%
3,988
-56,402
196
$270K 0.01%
+12,214
197
$263K 0.01%
3,295
198
$263K 0.01%
3,200
-150
199
$263K 0.01%
9,099
-2,000
200
$256K 0.01%
5,707
6 7
8
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