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
551
$36K ﹤0.01%
1,129
552
$35K ﹤0.01%
450
553
$35K ﹤0.01%
773
-76
554
$35K ﹤0.01%
480
555
$35K ﹤0.01%
246
556
$35K ﹤0.01%
429
+29
557
$35K ﹤0.01%
2,426
558
$34K ﹤0.01%
365
-20
559
$34K ﹤0.01%
+1,260
560
$34K ﹤0.01%
150
561
$34K ﹤0.01%
450
-175
562
$34K ﹤0.01%
245
563
$34K ﹤0.01%
+780
564
$34K ﹤0.01%
249
565
$34K ﹤0.01%
400
566
$34K ﹤0.01%
64
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567
$33K ﹤0.01%
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$33K ﹤0.01%
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569
$33K ﹤0.01%
335
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570
$32K ﹤0.01%
1,175
571
$32K ﹤0.01%
1,612
+162
572
$32K ﹤0.01%
900
573
$32K ﹤0.01%
639
574
$32K ﹤0.01%
420
-30
575
$32K ﹤0.01%
772
21 22
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