WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
351
$119K ﹤0.01%
2,045
-240
352
$119K ﹤0.01%
1,269
-101
353
$117K ﹤0.01%
3,450
+1,250
354
$116K ﹤0.01%
2,450
+200
355
$112K ﹤0.01%
733
+302
356
$111K ﹤0.01%
50
357
$110K ﹤0.01%
444
358
$108K ﹤0.01%
1,690
-150
359
$108K ﹤0.01%
558
+298
360
$108K ﹤0.01%
2,700
361
$107K ﹤0.01%
1,680
-346
362
$107K ﹤0.01%
1,350
363
$106K ﹤0.01%
800
364
$106K ﹤0.01%
3,575
-325
365
$103K ﹤0.01%
671
-10
366
$103K ﹤0.01%
2,211
367
$103K ﹤0.01%
850
+400
368
$102K ﹤0.01%
700
369
$102K ﹤0.01%
1,898
-370
370
$102K ﹤0.01%
945
371
$101K ﹤0.01%
2,440
-320
372
$100K ﹤0.01%
2,000
373
$99K ﹤0.01%
2,112
374
$99K ﹤0.01%
1,940
375
$97K ﹤0.01%
316
-75
13 14
15
16 17