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
451
$62K ﹤0.01%
1,011
452
$62K ﹤0.01%
293
453
$61K ﹤0.01%
2,200
454
$61K ﹤0.01%
+2,550
455
$60K ﹤0.01%
480
456
$59K ﹤0.01%
1,267
-527
457
$59K ﹤0.01%
7,500
458
$59K ﹤0.01%
1,200
-40
459
$58K ﹤0.01%
800
460
$58K ﹤0.01%
1,280
-272
461
$58K ﹤0.01%
620
-4
462
$58K ﹤0.01%
780
463
$57K ﹤0.01%
53
464
$57K ﹤0.01%
2,000
+1,000
465
$56K ﹤0.01%
609
+459
466
$56K ﹤0.01%
2,800
467
$56K ﹤0.01%
694
468
$56K ﹤0.01%
500
469
$55K ﹤0.01%
632
470
$55K ﹤0.01%
262
-3
471
$55K ﹤0.01%
365
472
$55K ﹤0.01%
406
-30
473
$54K ﹤0.01%
1,100
474
$54K ﹤0.01%
2,016
475
$53K ﹤0.01%
3,490
+1,300
17 18
19
20 21