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
501
$46K ﹤0.01%
386
502
$46K ﹤0.01%
2,885
503
$45K ﹤0.01%
1,600
504
$45K ﹤0.01%
2,957
505
$45K ﹤0.01%
2,700
+1,300
506
$45K ﹤0.01%
1,450
+800
507
$45K ﹤0.01%
+200
508
$45K ﹤0.01%
657
509
$45K ﹤0.01%
265
+209
510
$45K ﹤0.01%
3,022
511
$44K ﹤0.01%
900
512
$44K ﹤0.01%
1,250
513
$44K ﹤0.01%
+663
514
$43K ﹤0.01%
251
+99
515
$43K ﹤0.01%
4,000
516
$43K ﹤0.01%
800
517
$43K ﹤0.01%
3,180
-3,720
518
$43K ﹤0.01%
6,239
519
$43K ﹤0.01%
333
520
$42K ﹤0.01%
389
-64
521
$42K ﹤0.01%
160
-18
522
$42K ﹤0.01%
+1,800
523
$42K ﹤0.01%
1,148
+520
524
$41K ﹤0.01%
2,000
525
$41K ﹤0.01%
686
+586
19 20
21
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