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
151
$1.65M 0.05%
4,402
152
$1.61M 0.05%
20,064
-25
153
$1.59M 0.05%
22,972
-4,458
154
$1.54M 0.05%
29,843
-3
155
$1.43M 0.05%
28,520
+6,258
156
$1.4M 0.05%
7,704
-346
157
$1.38M 0.04%
7,080
-6
158
$1.38M 0.04%
6,424
-7,852
159
$1.3M 0.04%
9,051
160
$1.29M 0.04%
31,529
+600
161
$1.28M 0.04%
25,794
-2,525
162
$1.25M 0.04%
19,306
-741
163
$1.2M 0.04%
200,000
164
$1.19M 0.04%
6,029
-146
165
$1.16M 0.04%
4,796
-100
166
$1.14M 0.04%
6,433
+656
167
$1.1M 0.04%
8,453
+425
168
$1.09M 0.04%
15,410
169
$1.06M 0.03%
11,569
-282
170
$1.05M 0.03%
34,848
-1,634
171
$1.02M 0.03%
33,702
-255
172
$1M 0.03%
12,000
173
$997K 0.03%
5,590
174
$996K 0.03%
4,193
-12
175
$954K 0.03%
9,376
5 6
7
8 9