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
726
$12K ﹤0.01%
94
727
$12K ﹤0.01%
180
728
$12K ﹤0.01%
191
-4
729
$12K ﹤0.01%
268
730
$12K ﹤0.01%
696
-517
731
$12K ﹤0.01%
593
-907
732
$12K ﹤0.01%
89
-5
733
$11K ﹤0.01%
72
734
$11K ﹤0.01%
340
735
$11K ﹤0.01%
167
736
$11K ﹤0.01%
161
-20
737
$11K ﹤0.01%
428
-160
738
$11K ﹤0.01%
108
739
$11K ﹤0.01%
+305
740
$11K ﹤0.01%
380
741
$11K ﹤0.01%
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742
$11K ﹤0.01%
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743
$11K ﹤0.01%
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744
$11K ﹤0.01%
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745
$11K ﹤0.01%
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746
$11K ﹤0.01%
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747
$11K ﹤0.01%
+1,000
748
$10K ﹤0.01%
100
749
$10K ﹤0.01%
80
750
$10K ﹤0.01%
100
28 29
30
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