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
526
$41K ﹤0.01%
2,160
527
$41K ﹤0.01%
+270
528
$41K ﹤0.01%
130
529
$41K ﹤0.01%
200
530
$40K ﹤0.01%
975
531
$40K ﹤0.01%
3,143
532
$39K ﹤0.01%
53
+37
533
$39K ﹤0.01%
1,290
-1,018
534
$39K ﹤0.01%
800
535
$39K ﹤0.01%
227
-172
536
$39K ﹤0.01%
2,400
537
$39K ﹤0.01%
850
538
$38K ﹤0.01%
997
-452
539
$38K ﹤0.01%
1,505
540
$38K ﹤0.01%
500
-50
541
$38K ﹤0.01%
2,000
542
$38K ﹤0.01%
5,541
543
$37K ﹤0.01%
+2,108
544
$37K ﹤0.01%
3,000
-400
545
$37K ﹤0.01%
1,485
-200
546
$37K ﹤0.01%
739
547
$37K ﹤0.01%
385
548
$37K ﹤0.01%
600
549
$36K ﹤0.01%
300
550
$36K ﹤0.01%
515
-2
20 21
22
23 24