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
926
$1K ﹤0.01%
+365
927
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31
-154,398
928
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53
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929
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21
-14
930
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34
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931
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933
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934
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22
935
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+7
936
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37
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39
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938
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939
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6
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$1K ﹤0.01%
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943
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3
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945
$1K ﹤0.01%
4
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29
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947
$1K ﹤0.01%
26
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$1K ﹤0.01%
27
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949
$1K ﹤0.01%
26
-5
950
$1K ﹤0.01%
+40
36 37
38
39 40