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
676
$17K ﹤0.01%
5,000
677
$17K ﹤0.01%
175
678
$17K ﹤0.01%
431
+31
679
$17K ﹤0.01%
1,500
680
$17K ﹤0.01%
508
681
$17K ﹤0.01%
+480
682
$17K ﹤0.01%
406
683
$17K ﹤0.01%
76
-15
684
$17K ﹤0.01%
+500
685
$17K ﹤0.01%
149
+19
686
$17K ﹤0.01%
184
-37
687
$16K ﹤0.01%
758
688
$16K ﹤0.01%
100
689
$16K ﹤0.01%
3,600
690
$16K ﹤0.01%
45
691
$16K ﹤0.01%
102
-13
692
$16K ﹤0.01%
450
693
$16K ﹤0.01%
26
-1
694
$16K ﹤0.01%
500
695
$15K ﹤0.01%
287
696
$15K ﹤0.01%
395
697
$15K ﹤0.01%
37
-2
698
$15K ﹤0.01%
94
+79
699
$15K ﹤0.01%
150
700
$15K ﹤0.01%
275
26 27
28
29 30