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
601
$29K ﹤0.01%
340
+1
602
$29K ﹤0.01%
300
603
$29K ﹤0.01%
158
604
$29K ﹤0.01%
+200
605
$29K ﹤0.01%
12,300
+5,800
606
$28K ﹤0.01%
2,077
607
$28K ﹤0.01%
690
608
$28K ﹤0.01%
+261
609
$28K ﹤0.01%
1,504
610
$27K ﹤0.01%
300
611
$27K ﹤0.01%
380
612
$27K ﹤0.01%
983
-143
613
$27K ﹤0.01%
110
+60
614
$27K ﹤0.01%
247
-2
615
$27K ﹤0.01%
50
616
$27K ﹤0.01%
248
617
$27K ﹤0.01%
247
+225
618
$27K ﹤0.01%
442
-258
619
$27K ﹤0.01%
175
620
$26K ﹤0.01%
1,111
621
$26K ﹤0.01%
+51
622
$26K ﹤0.01%
53
+17
623
$26K ﹤0.01%
440
624
$26K ﹤0.01%
76
625
$25K ﹤0.01%
430
23 24
25
26 27