WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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%
70
777
$6K ﹤0.01%
89
-4
778
$6K ﹤0.01%
44
-65
779
$6K ﹤0.01%
184
780
$6K ﹤0.01%
462
781
$6K ﹤0.01%
200
782
$6K ﹤0.01%
20
783
$6K ﹤0.01%
130
+2
784
$6K ﹤0.01%
15
-25
785
$6K ﹤0.01%
200
786
$6K ﹤0.01%
167
-17
787
$6K ﹤0.01%
+150
788
$6K ﹤0.01%
127
789
$6K ﹤0.01%
400
-400
790
$5K ﹤0.01%
21
+1
791
$5K ﹤0.01%
100
792
$5K ﹤0.01%
4
793
$5K ﹤0.01%
500
-71
794
$5K ﹤0.01%
300
-262
795
$5K ﹤0.01%
+71
796
$5K ﹤0.01%
210
-2,983
797
$5K ﹤0.01%
42
-5
798
$5K ﹤0.01%
147
-853
799
$5K ﹤0.01%
75
800
$5K ﹤0.01%
165
-335
30 31
32
33 34