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
1
$127M 4.49%
205,604
-147
2
$112M 3.97%
547,750
-5,037
3
$107M 3.78%
387,830
-9,511
4
$104M 3.67%
208,537
-1,664
5
$93.1M 3.29%
589,316
-20,226
6
$92.4M 3.27%
162,672
+4,426
7
$89.5M 3.17%
408,103
-1,593
8
$85.3M 3.02%
928,015
-10,514
9
$79M 2.79%
222,573
-3,087
10
$73M 2.58%
414,387
+1,503
11
$69.2M 2.45%
320,725
-3,661
12
$66.4M 2.35%
195,514
-3,501
13
$65.3M 2.31%
225,408
+4,471
14
$57.2M 2.02%
77,439
-1,301
15
$50M 1.77%
88,255
-53
16
$42.5M 1.5%
115,790
-252
17
$40.3M 1.42%
196,689
-3,003
18
$38.7M 1.37%
95,437
-545
19
$28.8M 1.02%
137,438
-1,269
20
$28.6M 1.01%
231,972
-1,423
21
$28.2M 1%
211,261
+4,214
22
$28M 0.99%
28,280
-325
23
$27.9M 0.99%
284,999
-6,460
24
$26.9M 0.95%
184,387
-1,729
25
$26M 0.92%
24,758
-91
1
2 3 4 5