WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.54B
AUM Growth
+$670M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$27.4M
3
+$22.6M
4
RMD icon
ResMed
RMD
+$22.2M
5
AMZN icon
Amazon
AMZN
+$22.1M

Top Sells

1
+$11.1M
2
+$4.7M
3
+$1.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37M

Sector Composition

1 Technology 16.39%
2 Financials 15.77%
3 Consumer Discretionary 11.65%
4 Healthcare 10.87%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$454K 0.02%
+18,675
177
$399K 0.02%
26,902
178
$339K 0.01%
10,661
+3,566
179
$325K 0.01%
11,199
+2,100
180
$259K 0.01%
12,214
181
– –
-4,799
182
– –
-2,080
183
– –
-6,515
184
– –
-1,755
185
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-3,988
186
– –
-833
187
– –
-4,892
188
– –
-8,451
189
– –
-1,853
190
– –
-3,295
191
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-5
192
– –
-4,898
193
– –
-2,225
194
– –
-7,647
195
– –
-4,939
196
– –
-3,434
197
– –
-4,577
198
– –
-8,273
199
– –
-1,100
200
– –
-6,500
6 7
8
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