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
651
$21K ﹤0.01%
300
652
$21K ﹤0.01%
667
653
$21K ﹤0.01%
700
654
$20K ﹤0.01%
+1,000
655
$20K ﹤0.01%
160
-4
656
$20K ﹤0.01%
3,388
657
$20K ﹤0.01%
1,850
658
$20K ﹤0.01%
280
659
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45
660
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440
661
$19K ﹤0.01%
400
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662
$19K ﹤0.01%
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-4
663
$19K ﹤0.01%
900
664
$19K ﹤0.01%
230
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$18K ﹤0.01%
116
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$18K ﹤0.01%
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$18K ﹤0.01%
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$18K ﹤0.01%
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$18K ﹤0.01%
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$18K ﹤0.01%
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672
$18K ﹤0.01%
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$18K ﹤0.01%
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$17K ﹤0.01%
76
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675
$17K ﹤0.01%
+500
25 26
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