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
426
$72K ﹤0.01%
370
427
$72K ﹤0.01%
1,435
428
$72K ﹤0.01%
2,000
-140
429
$72K ﹤0.01%
5,000
430
$71K ﹤0.01%
+1,147
431
$71K ﹤0.01%
338
432
$71K ﹤0.01%
880
+530
433
$70K ﹤0.01%
315
434
$70K ﹤0.01%
185
+65
435
$69K ﹤0.01%
11,099
+3,000
436
$68K ﹤0.01%
800
437
$68K ﹤0.01%
478
438
$67K ﹤0.01%
318
439
$67K ﹤0.01%
1,000
440
$67K ﹤0.01%
375
441
$67K ﹤0.01%
3,105
442
$67K ﹤0.01%
+1,400
443
$66K ﹤0.01%
3,679
444
$64K ﹤0.01%
110
445
$64K ﹤0.01%
1,100
446
$64K ﹤0.01%
837
447
$64K ﹤0.01%
1,027
-1
448
$63K ﹤0.01%
2,275
-245
449
$63K ﹤0.01%
1,838
450
$63K ﹤0.01%
1,270
16 17
18
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