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
201
$478K 0.02%
1,314
202
$475K 0.02%
6,523
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203
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2,318
-382
204
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205
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206
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13,644
-381
207
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14,000
208
$448K 0.01%
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209
$447K 0.01%
22,856
+1,179
210
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211
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212
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7,575
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213
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1,702
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214
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6,389
215
$426K 0.01%
4,391
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216
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217
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218
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219
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6,501
220
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221
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222
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2,712
223
$345K 0.01%
+10,000
224
$342K 0.01%
33,300
+18,150
225
$339K 0.01%
3,094
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7 8
9
10 11