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
401
$59.2K ﹤0.01%
1,650
402
$59.1K ﹤0.01%
2,500
403
$58.7K ﹤0.01%
580
404
$58.5K ﹤0.01%
1,167
405
$57.9K ﹤0.01%
1,199
406
$57.6K ﹤0.01%
184
-56
407
$57K ﹤0.01%
1,640
-7
408
$57K ﹤0.01%
+150
409
$56.4K ﹤0.01%
510
410
$56.4K ﹤0.01%
6,775
411
$56.2K ﹤0.01%
250
412
$55.6K ﹤0.01%
55
-9
413
$55.6K ﹤0.01%
3,490
414
$55.5K ﹤0.01%
728
-2
415
$54.7K ﹤0.01%
202
+22
416
$54.4K ﹤0.01%
225
417
$53.9K ﹤0.01%
117
+17
418
$53.7K ﹤0.01%
826
419
$53.3K ﹤0.01%
1,000
420
$52.8K ﹤0.01%
114
+34
421
$52.6K ﹤0.01%
5,000
422
$51.7K ﹤0.01%
491
+465
423
$51K ﹤0.01%
2,715
424
$50.5K ﹤0.01%
750
+150
425
$50.3K ﹤0.01%
3,600
15 16
17
18 19