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
426
$50.1K ﹤0.01%
465
-340
427
$49.8K ﹤0.01%
990
428
$49.8K ﹤0.01%
1,000
429
$49.6K ﹤0.01%
360
430
$49K ﹤0.01%
3,852
431
$48.6K ﹤0.01%
450
432
$48.5K ﹤0.01%
775
433
$48.4K ﹤0.01%
3,000
434
$48.1K ﹤0.01%
2,290
435
$47.3K ﹤0.01%
400
436
$46.1K ﹤0.01%
3,205
+205
437
$45.6K ﹤0.01%
101
-8
438
$45.4K ﹤0.01%
2,296
439
$45.3K ﹤0.01%
3,105
440
$45.1K ﹤0.01%
156
+16
441
$44.6K ﹤0.01%
903
+175
442
$44.5K ﹤0.01%
+380
443
$44.5K ﹤0.01%
495
+401
444
$44.1K ﹤0.01%
2,440
445
$43.9K ﹤0.01%
500
446
$43.8K ﹤0.01%
575
447
$43.8K ﹤0.01%
1,530
-3,248
448
$43.2K ﹤0.01%
+225
449
$43.2K ﹤0.01%
1,600
450
$43.1K ﹤0.01%
1,800
16 17
18
19 20