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
626
$25K ﹤0.01%
2,108
+948
627
$25K ﹤0.01%
+1,500
628
$24K ﹤0.01%
101
629
$24K ﹤0.01%
825
630
$24K ﹤0.01%
524
631
$24K ﹤0.01%
2,100
-11,525
632
$23K ﹤0.01%
190
633
$23K ﹤0.01%
427
+84
634
$23K ﹤0.01%
150
-75
635
$23K ﹤0.01%
425
-650
636
$22K ﹤0.01%
700
637
$22K ﹤0.01%
453
-6
638
$22K ﹤0.01%
350
-50
639
$22K ﹤0.01%
95
640
$22K ﹤0.01%
+680
641
$22K ﹤0.01%
472
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642
$22K ﹤0.01%
912
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643
$22K ﹤0.01%
333
644
$22K ﹤0.01%
135
645
$22K ﹤0.01%
1,000
646
$21K ﹤0.01%
500
647
$21K ﹤0.01%
269
648
$21K ﹤0.01%
360
649
$21K ﹤0.01%
1,080
650
$21K ﹤0.01%
907
24 25
26
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