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
776
$7K ﹤0.01%
650
+325
777
$6K ﹤0.01%
44
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778
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89
-4
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184
780
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462
781
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782
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783
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784
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130
+2
786
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+150
787
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127
788
$6K ﹤0.01%
400
-400
789
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15
-25
790
$5K ﹤0.01%
4
791
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795
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42
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796
$5K ﹤0.01%
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$5K ﹤0.01%
75
798
$5K ﹤0.01%
165
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799
$5K ﹤0.01%
1,659
-2,062
800
$5K ﹤0.01%
101
30 31
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33 34