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
201
$435K 0.02%
6,825
+415
202
$431K 0.02%
5,372
203
$430K 0.02%
10,260
204
$422K 0.01%
1,290
205
$422K 0.01%
510
-50
206
$419K 0.01%
2,002
-2,559
207
$418K 0.01%
1,847
+303
208
$417K 0.01%
39,490
+6,094
209
$413K 0.01%
5,743
-1
210
$412K 0.01%
7,030
+5
211
$411K 0.01%
5,834
+1,474
212
$404K 0.01%
3,825
213
$404K 0.01%
4,095
-379
214
$402K 0.01%
1,630
-1
215
$401K 0.01%
1,285
+28
216
$392K 0.01%
1,585
217
$389K 0.01%
1,500
218
$385K 0.01%
4,200
219
$381K 0.01%
5,985
+3,575
220
$369K 0.01%
4,628
-2,858
221
$361K 0.01%
3,850
222
$360K 0.01%
4,125
223
$360K 0.01%
1,852
-20
224
$355K 0.01%
2,135
225
$351K 0.01%
3,000
7 8
9
10 11