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
901
$2K ﹤0.01%
123
+39
902
$2K ﹤0.01%
14
903
$2K ﹤0.01%
+785
904
$2K ﹤0.01%
52
-4
905
$2K ﹤0.01%
6
906
$2K ﹤0.01%
30
-45
907
$2K ﹤0.01%
17
-2
908
$2K ﹤0.01%
29
-7
909
$2K ﹤0.01%
5
-8
910
$2K ﹤0.01%
100
911
$2K ﹤0.01%
28
-2
912
$1K ﹤0.01%
15
-3
913
$1K ﹤0.01%
37
-6
914
$1K ﹤0.01%
48
915
$1K ﹤0.01%
13
-2
916
$1K ﹤0.01%
56
-17
917
$1K ﹤0.01%
19
-7
918
$1K ﹤0.01%
29
-4
919
$1K ﹤0.01%
5
+1
920
$1K ﹤0.01%
11
921
$1K ﹤0.01%
26
-2
922
$1K ﹤0.01%
31
-154,398
923
$1K ﹤0.01%
53
-5
924
$1K ﹤0.01%
35
-5
925
$1K ﹤0.01%
9
-10