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
501
$28.8K ﹤0.01%
278
502
$28.8K ﹤0.01%
229
+29
503
$28.6K ﹤0.01%
300
504
$28.5K ﹤0.01%
2,050
505
$28.2K ﹤0.01%
200
506
$28.2K ﹤0.01%
420
507
$28K ﹤0.01%
968
-80
508
$27.7K ﹤0.01%
1,184
509
$27.5K ﹤0.01%
2,500
510
$27.3K ﹤0.01%
975
511
$27.3K ﹤0.01%
133
+33
512
$27.2K ﹤0.01%
2,738
513
$27.1K ﹤0.01%
180
514
$26.9K ﹤0.01%
750
-4
515
$26.9K ﹤0.01%
186
+29
516
$26.8K ﹤0.01%
265
517
$26.8K ﹤0.01%
313
-54
518
$26.1K ﹤0.01%
1,263
519
$25.8K ﹤0.01%
188
520
$25.7K ﹤0.01%
446
521
$25.7K ﹤0.01%
589
522
$25.6K ﹤0.01%
521
523
$25.2K ﹤0.01%
340
524
$24.9K ﹤0.01%
1,000
525
$24.8K ﹤0.01%
1,381
19 20
21
22 23