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
176
$604K 0.02%
853
+176
177
$573K 0.02%
5,586
178
$570K 0.02%
4,317
-155
179
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+7
180
$554K 0.02%
4,581
+116
181
$553K 0.02%
3,747
+120
182
$551K 0.02%
1,101
-2
183
$541K 0.02%
1,539
+351
184
$531K 0.02%
6,989
185
$530K 0.02%
7,686
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186
$524K 0.02%
7,381
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187
$518K 0.02%
4,017
188
$496K 0.02%
1,702
-137
189
$489K 0.02%
887
+31
190
$488K 0.02%
1,788
191
$485K 0.02%
5,405
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192
$479K 0.02%
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193
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1,775
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194
$476K 0.02%
3,750
195
$468K 0.02%
7,510
196
$453K 0.02%
20,225
-2,206
197
$452K 0.02%
2,038
+140
198
$447K 0.02%
6,823
+1,269
199
$445K 0.02%
1,346
+1
200
$440K 0.02%
1,558
-25
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