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
376
$71.7K ﹤0.01%
300
377
$70.8K ﹤0.01%
619
+160
378
$70.7K ﹤0.01%
2,375
+975
379
$69.8K ﹤0.01%
519
380
$69.4K ﹤0.01%
800
381
$68.5K ﹤0.01%
1,011
-249
382
$68.1K ﹤0.01%
414
+28
383
$67.6K ﹤0.01%
2,528
-303
384
$67.2K ﹤0.01%
2,800
385
$66.9K ﹤0.01%
1,100
386
$66.3K ﹤0.01%
+652
387
$66K ﹤0.01%
6,094
+1,968
388
$65.2K ﹤0.01%
700
389
$64.5K ﹤0.01%
405
-23
390
$64.3K ﹤0.01%
550
391
$64.2K ﹤0.01%
2,000
392
$63.9K ﹤0.01%
92
393
$63.9K ﹤0.01%
+3,527
394
$63.4K ﹤0.01%
1,025
-15
395
$63.2K ﹤0.01%
780
396
$63K ﹤0.01%
1,000
397
$61.4K ﹤0.01%
1,016
398
$60.3K ﹤0.01%
1,952
399
$60.2K ﹤0.01%
105
+3
400
$60.1K ﹤0.01%
899
-3
14 15
16
17 18