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
401
$82K ﹤0.01%
1,581
+5
402
$82K ﹤0.01%
2,050
403
$82K ﹤0.01%
1,232
404
$81K ﹤0.01%
553
+143
405
$81K ﹤0.01%
511
-2
406
$81K ﹤0.01%
1,471
407
$81K ﹤0.01%
1,909
-1
408
$80K ﹤0.01%
1,267
409
$80K ﹤0.01%
1,262
410
$80K ﹤0.01%
1,023
+945
411
$80K ﹤0.01%
299
+125
412
$80K ﹤0.01%
300
413
$79K ﹤0.01%
765
414
$79K ﹤0.01%
2,544
415
$78K ﹤0.01%
454
+243
416
$77K ﹤0.01%
3,000
417
$77K ﹤0.01%
+4,084
418
$76K ﹤0.01%
1,000
419
$76K ﹤0.01%
3,451
-17
420
$76K ﹤0.01%
+4,537
421
$76K ﹤0.01%
4,565
422
$75K ﹤0.01%
355
-101
423
$75K ﹤0.01%
726
424
$74K ﹤0.01%
1,674
425
$74K ﹤0.01%
950
15 16
17
18 19