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
126
$4.37M 0.14%
16,023
+495
127
$4.17M 0.13%
83,618
-2,194
128
$3.9M 0.13%
18,199
-36
129
$3.79M 0.12%
31,496
-1,002
130
$3.7M 0.12%
47,369
+431
131
$3.42M 0.11%
7,930
-128
132
$2.99M 0.1%
44,273
+3,537
133
$2.98M 0.1%
95,910
+29,452
134
$2.83M 0.09%
30,780
+1,899
135
$2.63M 0.08%
18,000
-173
136
$2.63M 0.08%
11,758
-327
137
$2.51M 0.08%
79,000
-12
138
$2.33M 0.08%
37,589
+274
139
$2.27M 0.07%
26,678
-3,831
140
$2.19M 0.07%
20,003
141
$2.09M 0.07%
6
142
$2.06M 0.07%
22,102
-1,130
143
$2.01M 0.06%
24,278
-133
144
$1.99M 0.06%
23,506
+42
145
$1.97M 0.06%
12,256
146
$1.82M 0.06%
7,017
147
$1.78M 0.06%
14,719
+1,201
148
$1.73M 0.06%
32,158
+1,152
149
$1.73M 0.06%
29,637
+7,103
150
$1.68M 0.05%
36,515
+1,920
4 5
6
7 8