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
26
$21.1M 0.83%
106,091
-2,879
27
$20.9M 0.83%
343,643
+6,758
28
$20.7M 0.82%
132,184
-1,080
29
$20.3M 0.8%
46,018
+399
30
$19.9M 0.79%
46,404
-2,326
31
$19.9M 0.79%
613,201
-24,224
32
$19.8M 0.78%
116,740
+283
33
$19.8M 0.78%
104,349
-3,963
34
$19.8M 0.78%
33,116
-1,671
35
$19.7M 0.78%
249,234
-1,031
36
$19.6M 0.77%
81,959
-2,015
37
$19.6M 0.77%
154,229
-2,822
38
$19.3M 0.76%
73,177
+1,410
39
$19.2M 0.76%
78,564
-1,390
40
$19.1M 0.76%
32,860
-2,235
41
$18.9M 0.75%
244,867
-1,901
42
$18.8M 0.75%
80,848
+235
43
$18.5M 0.73%
22,971
-557
44
$18.3M 0.73%
61,199
-133
45
$17.9M 0.71%
290,117
-18,111
46
$17.7M 0.7%
84,466
-679
47
$17.6M 0.7%
249,735
-11,262
48
$17M 0.67%
4,801
+19
49
$17M 0.67%
201,549
+327
50
$16.9M 0.67%
230,594
+22
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