WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
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
+$23.6M
2
+$16M
3
+$6.93M
4
PARA
Paramount Global Class B
PARA
+$6.43M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.18M

Top Sells

1
+$8.59M
2
+$4.98M
3
+$4.57M
4
AAPL icon
Apple
AAPL
+$4.18M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$4.03M

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
26
$31.2M 1.01%
695,359
-9,305
27
$30.4M 0.98%
1,003,666
-32,958
28
$29.3M 0.94%
137,715
+115
29
$28.8M 0.93%
124,305
+3,858
30
$28.8M 0.93%
123,548
-3,662
31
$28.6M 0.92%
181,934
+10,355
32
$27.8M 0.9%
308,030
+19,138
33
$27.1M 0.88%
78,970
-13,304
34
$26.5M 0.86%
368,369
-26,852
35
$26.3M 0.85%
11,796
+886
36
$25.8M 0.83%
114,751
+1,600
37
$25.4M 0.82%
328,897
+3,261
38
$25.2M 0.81%
96,620
-1,130
39
$25M 0.81%
571,330
+9,360
40
$24.4M 0.79%
90,830
-471
41
$24.3M 0.78%
476,697
+6,086
42
$23.6M 0.76%
283,776
+283,476
43
$23.5M 0.76%
61,216
+66
44
$22.2M 0.72%
282,654
+665
45
$21M 0.68%
124,526
-15
46
$20.9M 0.68%
28,997
-297
47
$20.2M 0.65%
324,993
+16,917
48
$19.8M 0.64%
336,269
-1,105
49
$19.7M 0.63%
1,505,840
-43,640
50
$19.5M 0.63%
138,151
-3,297
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