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
201
$255K 0.01%
6,389
202
$254K 0.01%
2,227
203
$250K 0.01%
2,225
204
$245K 0.01%
8,273
-700
205
$240K 0.01%
3,844
206
$237K 0.01%
2,083
-1,232
207
$237K 0.01%
+5,385
208
$233K 0.01%
7,095
-3,566
209
$231K 0.01%
833
-250
210
$230K 0.01%
3,630
-720
211
$222K 0.01%
1,881
-1,624
212
$221K 0.01%
3,534
-3,975
213
$219K 0.01%
1,455
-261
214
$218K 0.01%
4,939
-736
215
$214K 0.01%
+3,750
216
$207K 0.01%
9,519
-1,844
217
$163K 0.01%
10,100
-622
218
$102K 0.01%
11,348
219
$52K ﹤0.01%
+3,333
220
$12K ﹤0.01%
+1,100
221
$12K ﹤0.01%
12
222
$3K ﹤0.01%
+1,111
223
– –
-4,200
224
– –
-6,840
225
– –
-2,408
6 7 8
9
10