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
476
$53K ﹤0.01%
684
-96
477
$53K ﹤0.01%
299
478
$53K ﹤0.01%
600
479
$52K ﹤0.01%
750
480
$51K ﹤0.01%
280
+180
481
$51K ﹤0.01%
1,500
482
$51K ﹤0.01%
150
+50
483
$51K ﹤0.01%
575
+480
484
$51K ﹤0.01%
92
485
$50K ﹤0.01%
230
486
$50K ﹤0.01%
+285
487
$50K ﹤0.01%
1,000
-200
488
$49K ﹤0.01%
673
-144
489
$49K ﹤0.01%
3,000
490
$49K ﹤0.01%
2,700
491
$49K ﹤0.01%
2,310
492
$48K ﹤0.01%
1,167
493
$48K ﹤0.01%
907
494
$48K ﹤0.01%
3,449
-180
495
$47K ﹤0.01%
950
-70
496
$47K ﹤0.01%
4,140
+1,640
497
$47K ﹤0.01%
252
-2
498
$47K ﹤0.01%
670
499
$47K ﹤0.01%
893
500
$46K ﹤0.01%
3,000
18 19
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