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
51
$19.5M 0.63%
164,572
+21,294
52
$19.2M 0.62%
92,282
-860
53
$17.9M 0.58%
101,660
-1,014
54
$17.7M 0.57%
83,323
-2,194
55
$17.6M 0.57%
365,502
-576
56
$17.5M 0.57%
334,120
-1,347
57
$16.7M 0.54%
72,849
+111
58
$16.7M 0.54%
244,091
+2,575
59
$16.6M 0.54%
23,260
-349
60
$16.5M 0.53%
118,772
-712
61
$16.5M 0.53%
111,363
+449
62
$16.2M 0.52%
176,543
-982
63
$16.1M 0.52%
137,109
+18,342
64
$16M 0.52%
+289,055
65
$15.7M 0.51%
143,689
+21
66
$15.6M 0.5%
56,981
-191
67
$15.1M 0.49%
129,201
+2,848
68
$15.1M 0.49%
30,152
+123
69
$14.7M 0.48%
215,734
+3,858
70
$14.4M 0.47%
663,499
-59,631
71
$14.3M 0.46%
192,162
+627
72
$14.2M 0.46%
135,665
-291
73
$14.1M 0.46%
315,047
+2,589
74
$14M 0.45%
37,158
-377
75
$13.6M 0.44%
60,932
+1,188
1 2
3
4 5