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
326
$109K ﹤0.01%
2,930
327
$108K ﹤0.01%
1,000
-17
328
$105K ﹤0.01%
7,599
329
$104K ﹤0.01%
3,218
-274
330
$103K ﹤0.01%
600
331
$101K ﹤0.01%
717
332
$101K ﹤0.01%
2,200
333
$99.5K ﹤0.01%
363
+106
334
$99.3K ﹤0.01%
1,906
335
$98.9K ﹤0.01%
1,000
336
$98.4K ﹤0.01%
1,554
-200
337
$97.4K ﹤0.01%
3,093
338
$96.3K ﹤0.01%
154
+20
339
$95.6K ﹤0.01%
13,818
+1
340
$94.4K ﹤0.01%
1,497
+30
341
$94.2K ﹤0.01%
1,684
-109
342
$94K ﹤0.01%
2,600
-150
343
$93K ﹤0.01%
195
-25
344
$92.7K ﹤0.01%
650
-17
345
$90.2K ﹤0.01%
4,083
346
$90.2K ﹤0.01%
1,883
+3
347
$88.8K ﹤0.01%
1,010
-24
348
$88.1K ﹤0.01%
680
349
$87.4K ﹤0.01%
1,211
350
$87.3K ﹤0.01%
300
-39
12 13
14
15 16