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
101
$8.91M 0.29%
31,929
-2,727
102
$8.9M 0.29%
25,064
-43
103
$8.49M 0.27%
66,542
-3,214
104
$8.24M 0.27%
53,513
+1,051
105
$8.02M 0.26%
106,709
+902
106
$7.56M 0.24%
86,572
+79,390
107
$7.45M 0.24%
199,812
+172,473
108
$7.28M 0.24%
20,226
+16
109
$6.88M 0.22%
166,889
-8,534
110
$6.74M 0.22%
362,327
+17,132
111
$6.22M 0.2%
68,211
+2,321
112
$5.99M 0.19%
42,440
-630
113
$5.89M 0.19%
27,210
+10,138
114
$5.68M 0.18%
482,464
+16,108
115
$5.63M 0.18%
102,659
-5,073
116
$5.57M 0.18%
52,017
-2,531
117
$5.5M 0.18%
34,612
-167
118
$5.34M 0.17%
390,923
-10,881
119
$5.14M 0.17%
26,428
+467
120
$5.14M 0.17%
25,449
+611
121
$5.04M 0.16%
24,213
+2,000
122
$4.92M 0.16%
75,400
+9,590
123
$4.84M 0.16%
41,020
+1,620
124
$4.77M 0.15%
13,311
-55
125
$4.72M 0.15%
26,975
-1,841
3 4
5
6 7