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
301
$177K 0.01%
3,051
302
$176K 0.01%
1,466
-308
303
$176K 0.01%
1,273
+900
304
$174K 0.01%
2,174
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305
$171K 0.01%
1,487
306
$169K 0.01%
4,341
-873
307
$169K 0.01%
2,250
308
$169K 0.01%
6,882
-5,900
309
$168K 0.01%
2,240
310
$167K 0.01%
1,696
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311
$163K 0.01%
597
312
$161K 0.01%
2,530
313
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8,800
314
$159K 0.01%
1,000
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315
$159K 0.01%
5,402
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316
$159K 0.01%
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317
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318
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320
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321
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322
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4,947
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323
$152K ﹤0.01%
5,825
+1,825
324
$150K ﹤0.01%
6,580
+1,000
325
$149K ﹤0.01%
1,550