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
1051
$0 ﹤0.01%
9
-16
1052
$0 ﹤0.01%
15
1053
– –
-31
1054
– –
-168
1055
– –
-166
1056
$0 ﹤0.01%
102
-8
1057
$0 ﹤0.01%
110
-9
1058
– –
-215,321
1059
$0 ﹤0.01%
113
1060
– –
-495
1061
$0 ﹤0.01%
13
-5
1062
$0 ﹤0.01%
891
1063
– –
-1,200
1064
– –
-18
1065
– –
-49,206
1066
– –
-213
1067
– –
-2,833
1068
– –
-200
1069
– –
-150
1070
– –
-634
1071
– –
-18
1072
– –
-1,756
39 40 41 42
43