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
276
$208K 0.01%
1,488
+1
277
$207K 0.01%
644
-25
278
$205K 0.01%
2,340
279
$204K 0.01%
1,492
280
$204K 0.01%
1,400
-300
281
$201K 0.01%
11,961
-1,600
282
$199K 0.01%
3,964
283
$199K 0.01%
1,619
-99
284
$198K 0.01%
8,705
+4,670
285
$197K 0.01%
3,095
-69
286
$196K 0.01%
6,400
287
$193K 0.01%
+1,560
288
$192K 0.01%
4,538
+694
289
$191K 0.01%
+1,705
290
$190K 0.01%
1,720
+190
291
$190K 0.01%
777
+21
292
$190K 0.01%
2,789
+1,114
293
$188K 0.01%
1,870
+710
294
$187K 0.01%
1,573
-50
295
$185K 0.01%
5,467
+430
296
$185K 0.01%
8,505
297
$185K 0.01%
1,597
+7
298
$184K 0.01%
15,500
299
$184K 0.01%
783
-15
300
$178K 0.01%
3,800
10 11
12
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