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
1001
– –
-197
1002
$0 ﹤0.01%
4
1003
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-160
1004
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-23
1005
– –
-398
1006
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-155
1007
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-200
1008
– –
-2,000
1009
– –
-1,000
1010
– –
-2,000
1011
– –
-30
1012
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-19
1013
– –
-1,050
1014
– –
-286
1015
– –
-215
1016
$0 ﹤0.01%
3
1017
– –
-200
1018
– –
-840
1019
– –
-219
1020
– –
-666
1021
– –
-500
1022
– –
-120
1023
– –
-500
1024
– –
-220
1025
– –
-225
39 40
41
42 43