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
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%
380
611
$27K ﹤0.01%
983
-143
612
$27K ﹤0.01%
110
+60
613
$27K ﹤0.01%
247
-2
614
$27K ﹤0.01%
50
615
$27K ﹤0.01%
248
616
$27K ﹤0.01%
247
+225
617
$27K ﹤0.01%
442
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618
$27K ﹤0.01%
175
619
$27K ﹤0.01%
300
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