WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
1001
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-666
1002
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-500
1003
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-120
1004
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-500
1005
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-220
1006
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-225
1007
– –
-82
1008
– –
-110
1009
– –
-500
1010
– –
-21
1011
$0 ﹤0.01%
6
1012
– –
-397
1013
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-250
1014
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-209
1015
– –
-97
1016
– –
-140
1017
– –
-350
1018
– –
-580
1019
– –
-260
1020
$0 ﹤0.01%
10
1021
– –
-215,321
1022
$0 ﹤0.01%
113
1023
$0 ﹤0.01%
13
-5
1024
– –
-1,200
1025
– –
-213
39 40
41
42 43