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
576
$32K ﹤0.01%
420
-30
577
$32K ﹤0.01%
772
578
$32K ﹤0.01%
916
+85
579
$32K ﹤0.01%
1,500
-500
580
$32K ﹤0.01%
1,600
581
$32K ﹤0.01%
90
582
$32K ﹤0.01%
600
-1,023
583
$31K ﹤0.01%
442
584
$31K ﹤0.01%
602
-28
585
$31K ﹤0.01%
1,000
586
$31K ﹤0.01%
1,169
+17
587
$31K ﹤0.01%
794
588
$31K ﹤0.01%
570
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589
$30K ﹤0.01%
254
-8
590
$30K ﹤0.01%
449
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591
$30K ﹤0.01%
20
592
$30K ﹤0.01%
2,000
593
$30K ﹤0.01%
600
594
$30K ﹤0.01%
150
595
$30K ﹤0.01%
20
596
$30K ﹤0.01%
165
597
$30K ﹤0.01%
1,560
+1,324
598
$30K ﹤0.01%
1,027
599
$29K ﹤0.01%
116
600
$29K ﹤0.01%
301
+200
22 23
24
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