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
351
$86K ﹤0.01%
645
+588
352
$85.6K ﹤0.01%
1,080
353
$85.4K ﹤0.01%
400
-8
354
$85.3K ﹤0.01%
656
+450
355
$85K ﹤0.01%
1,500
356
$84.7K ﹤0.01%
1,472
357
$84.2K ﹤0.01%
812
+416
358
$82.5K ﹤0.01%
2,742
+1,307
359
$82K ﹤0.01%
300
360
$81K ﹤0.01%
596
+405
361
$80.7K ﹤0.01%
312
362
$80.5K ﹤0.01%
2,000
-740
363
$79K ﹤0.01%
413
364
$77.7K ﹤0.01%
643
+413
365
$77.3K ﹤0.01%
1,000
-16
366
$77.2K ﹤0.01%
350
367
$77K ﹤0.01%
400
368
$76.6K ﹤0.01%
850
369
$76K ﹤0.01%
1,498
370
$75.5K ﹤0.01%
1,550
-40
371
$74.8K ﹤0.01%
584
372
$74.3K ﹤0.01%
181
-18
373
$74K ﹤0.01%
425
374
$73K ﹤0.01%
944
+23
375
$72.2K ﹤0.01%
1,222
13 14
15
16 17