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
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%
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542
$38K ﹤0.01%
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$37K ﹤0.01%
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544
$37K ﹤0.01%
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-400
545
$37K ﹤0.01%
1,485
-200
546
$37K ﹤0.01%
739
547
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385
548
$37K ﹤0.01%
600
549
$36K ﹤0.01%
300
550
$36K ﹤0.01%
515
-2
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22
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