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
201
$378K 0.02%
1,022
202
$370K 0.02%
6,989
203
$369K 0.02%
2,716
+92
204
$362K 0.02%
3,800
-64
205
$360K 0.02%
1,452
206
$358K 0.02%
11,988
-36
207
$357K 0.02%
8,800
208
$356K 0.02%
+10,260
209
$354K 0.01%
5,710
210
$353K 0.01%
1,500
211
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4,990
+300
212
$345K 0.01%
100,000
213
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1,750
214
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1,800
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215
$334K 0.01%
4,750
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216
$328K 0.01%
3,051
217
$326K 0.01%
6,118
-280
218
$318K 0.01%
1,135
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219
$316K 0.01%
7,885
220
$316K 0.01%
7,758
221
$310K 0.01%
11,417
222
$305K 0.01%
2,114
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223
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2,562
-5
224
$299K 0.01%
9,471
-1
225
$295K 0.01%
1,466
-170
7 8
9
10 11