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
$2.53B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.52M
3
+$4.91M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.8M
5
HAS icon
Hasbro
HAS
+$4.52M

Top Sells

1
+$15.2M
2
+$9.73M
3
+$8.37M
4
D icon
Dominion Energy
D
+$4.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.98M

Sector Composition

1 Technology 22.65%
2 Financials 10.38%
3 Healthcare 9.89%
4 Industrials 7.94%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$131K 0.01%
5,400
302
$130K 0.01%
7,028
303
$129K 0.01%
1,590
+10
304
$129K 0.01%
1,018
+18
305
$127K 0.01%
683
306
$127K 0.01%
2,694
307
$124K ﹤0.01%
524
+24
308
$122K ﹤0.01%
838
-39
309
$122K ﹤0.01%
3,916
-221
310
$121K ﹤0.01%
250
311
$121K ﹤0.01%
1,172
+127
312
$121K ﹤0.01%
693
+425
313
$119K ﹤0.01%
+1,450
314
$119K ﹤0.01%
563
+60
315
$119K ﹤0.01%
1,062
+107
316
$118K ﹤0.01%
2,731
+369
317
$118K ﹤0.01%
860
+470
318
$116K ﹤0.01%
2,500
-32
319
$115K ﹤0.01%
369
+7
320
$115K ﹤0.01%
3,735
321
$114K ﹤0.01%
1,299
322
$114K ﹤0.01%
1,450
+1,350
323
$113K ﹤0.01%
1,200
324
$111K ﹤0.01%
908
-1,200
325
$110K ﹤0.01%
362
11 12
13
14 15