WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$23.5M
2
+$15.8M
3
+$6.8M
4
PARA
Paramount Global Class B
PARA
+$5.53M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.88M

Top Sells

1
+$8.59M
2
+$4.34M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$3.79M
5
CRS icon
Carpenter Technology
CRS
+$3.58M

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
1
$161M 5.21%
1,215,514
-31,527
2
$116M 3.76%
714,500
-10,240
3
$98.8M 3.19%
421,671
-14,423
4
$98.3M 3.17%
449,225
-2,453
5
$67.9M 2.19%
346,081
+731
6
$64.1M 2.07%
288,204
-2,611
7
$63.5M 2.05%
926,351
+60,942
8
$63.3M 2.04%
135,921
-3,690
9
$59.6M 1.92%
679,800
-280
10
$53.3M 1.72%
142,523
-1,903
11
$52.3M 1.69%
191,562
-850
12
$52.2M 1.69%
411,060
-3,424
13
$48.5M 1.57%
228,887
-2,459
14
$47.8M 1.54%
266,613
+1,433
15
$47.7M 1.54%
263,391
+5,606
16
$44.9M 1.45%
183,851
+530
17
$40.6M 1.31%
152,481
-3,151
18
$40.5M 1.31%
684,408
-12,432
19
$38.3M 1.24%
258,106
+68
20
$36M 1.16%
135,370
+632
21
$35.3M 1.14%
329,490
+2,141
22
$35.1M 1.13%
269,369
-4,824
23
$32.6M 1.05%
372,240
+1,120
24
$31.4M 1.01%
138,411
-3,889
25
$31.3M 1.01%
74,444
+2,456
1
2 3 4 5