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
76
$13.4M 0.43%
363,053
-11,269
77
$13.3M 0.43%
205,129
-2,409
78
$12.9M 0.42%
187,346
-6,120
79
$12.8M 0.41%
175,681
-9,290
80
$12.7M 0.41%
176,950
+1,427
81
$12.6M 0.41%
89,117
+2,154
82
$12.6M 0.41%
26,043
+952
83
$12.3M 0.4%
209,624
+5,410
84
$12.1M 0.39%
59,236
-54
85
$11.7M 0.38%
393,791
-376
86
$11.5M 0.37%
98,348
+6,233
87
$11.3M 0.37%
34,430
+350
88
$11.2M 0.36%
95,901
+2,168
89
$11.1M 0.36%
48,376
+287
90
$11M 0.36%
73,602
+1,735
91
$10.9M 0.35%
44,467
+4,045
92
$10.8M 0.35%
63,529
+1,265
93
$10.5M 0.34%
70,478
-407
94
$10.4M 0.34%
67,985
-100
95
$10.1M 0.33%
109,276
+6,871
96
$9.99M 0.32%
38,568
-393
97
$9.84M 0.32%
205,261
+2,899
98
$9.4M 0.3%
128,402
+1,145
99
$9.37M 0.3%
34,421
-233
100
$9.33M 0.3%
113,819
-6,303
2 3
4
5 6