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
$3.1B
AUM Growth
+$391M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$15.8M
3
+$6.8M
4
PARA
Paramount Global Class B
PARA
+$5.53M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.88M

Top Sells

1
+$8.59M
2
+$4.34M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$3.79M
5
CRS icon
Carpenter Technology
CRS
+$3.58M

Sector Composition

1 Technology 18.8%
2 Financials 13.89%
3 Healthcare 11.9%
4 Consumer Discretionary 11.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$328K 0.01%
4,695
227
$318K 0.01%
9,925
228
$318K 0.01%
4,685
+1,564
229
$318K 0.01%
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-99
230
$316K 0.01%
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231
$315K 0.01%
2,113
+36
232
$313K 0.01%
3,764
+1,235
233
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5,073
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234
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235
$304K 0.01%
6,299
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236
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5,806
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237
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+3,412
238
$296K 0.01%
2,295
239
$296K 0.01%
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240
$295K 0.01%
5,065
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241
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242
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244
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2,997
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245
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246
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7,733
247
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3,615
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248
$278K 0.01%
6,272
-50
249
$271K 0.01%
+5,000
250
$271K 0.01%
4,630
8 9
10
11 12