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
751
$10K ﹤0.01%
594
752
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+152
753
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314
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754
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342
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755
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500
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501
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100
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759
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2,000
760
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100
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$8K ﹤0.01%
187
762
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$8K ﹤0.01%
407
764
$8K ﹤0.01%
50
765
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766
$8K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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772
$7K ﹤0.01%
70
773
$7K ﹤0.01%
1,067
774
$7K ﹤0.01%
50
775
$7K ﹤0.01%
+135