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
176
$515K 0.02%
5,696
-200
177
$510K 0.02%
3,276
178
$508K 0.02%
6,617
-44
179
$502K 0.02%
3,375
+1,150
180
$497K 0.02%
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-1
181
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3,335
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182
$484K 0.02%
1,849
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183
$471K 0.02%
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184
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1,659
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185
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4,455
186
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187
$447K 0.02%
6,613
188
$445K 0.02%
4,051
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189
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190
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1,308
191
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192
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193
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194
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904
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196
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6,774
197
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3,455
198
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1,554
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199
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4,327
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200
$380K 0.02%
43,445
+10,125
6 7
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