WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
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
+$23.6M
2
+$16M
3
+$6.93M
4
PARA
Paramount Global Class B
PARA
+$6.43M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.18M

Top Sells

1
+$8.59M
2
+$4.98M
3
+$4.57M
4
AAPL icon
Apple
AAPL
+$4.18M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$4.03M

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
251
$269K 0.01%
7,500
252
$262K 0.01%
20,299
-622
253
$260K 0.01%
2,047
-103
254
$258K 0.01%
2,225
255
$258K 0.01%
2,700
-20
256
$257K 0.01%
19,250
-5,100
257
$257K 0.01%
7,885
258
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7,057
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259
$252K 0.01%
2,314
-60
260
$248K 0.01%
+6,158
261
$248K 0.01%
+2,130
262
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5,124
+2,190
263
$240K 0.01%
5,652
+308
264
$240K 0.01%
2,649
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265
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2,750
266
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81,432
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268
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269
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270
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3,489
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271
$217K 0.01%
5,734
+2,205
272
$212K 0.01%
5,040
273
$210K 0.01%
2,439
274
$209K 0.01%
684
275
$208K 0.01%
5,537
-3
9 10
11
12 13