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
326
$147K ﹤0.01%
1,151
-15
327
$145K ﹤0.01%
1,244
-1,248
328
$145K ﹤0.01%
11,300
329
$144K ﹤0.01%
1,735
330
$142K ﹤0.01%
615
331
$142K ﹤0.01%
2,437
332
$139K ﹤0.01%
3,335
+1,289
333
$139K ﹤0.01%
1,052
+220
334
$139K ﹤0.01%
3,386
-11
335
$139K ﹤0.01%
1,578
-162
336
$137K ﹤0.01%
3,000
337
$137K ﹤0.01%
+1,361
338
$136K ﹤0.01%
1,316
339
$134K ﹤0.01%
1,826
340
$131K ﹤0.01%
944
-25
341
$125K ﹤0.01%
500
342
$125K ﹤0.01%
3,242
343
$124K ﹤0.01%
1,455
-150
344
$123K ﹤0.01%
+2,512
345
$122K ﹤0.01%
3,693
346
$122K ﹤0.01%
3,622
-42
347
$121K ﹤0.01%
2,535
+1
348
$120K ﹤0.01%
2,580
349
$120K ﹤0.01%
2,094
350
$119K ﹤0.01%
4,848
-606
12 13
14
15 16