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
801
$5K ﹤0.01%
21
+1
802
$5K ﹤0.01%
100
803
$5K ﹤0.01%
325
-300
804
$5K ﹤0.01%
21
805
$5K ﹤0.01%
+21
806
$5K ﹤0.01%
100
807
$4K ﹤0.01%
34
808
$4K ﹤0.01%
88
+6
809
$4K ﹤0.01%
100
810
$4K ﹤0.01%
200
811
$4K ﹤0.01%
200
-150
812
$4K ﹤0.01%
40
813
$4K ﹤0.01%
228
814
$4K ﹤0.01%
111
-406
815
$4K ﹤0.01%
35
+8
816
$4K ﹤0.01%
15
817
$4K ﹤0.01%
156
818
$4K ﹤0.01%
26
-1
819
$4K ﹤0.01%
500
820
$4K ﹤0.01%
54
-3
821
$4K ﹤0.01%
306
822
$4K ﹤0.01%
285
+184
823
$4K ﹤0.01%
50
824
$3K ﹤0.01%
62
-938
825
$3K ﹤0.01%
25
31 32
33
34 35