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
526
$24.8K ﹤0.01%
2,035
-1,998
527
$24.6K ﹤0.01%
135
-36
528
$24.5K ﹤0.01%
125
529
$24.2K ﹤0.01%
232
530
$24.1K ﹤0.01%
412
531
$23.7K ﹤0.01%
548
532
$23.7K ﹤0.01%
300
533
$23.7K ﹤0.01%
103
+68
534
$23.6K ﹤0.01%
184
+69
535
$23.6K ﹤0.01%
520
+420
536
$23.3K ﹤0.01%
377
537
$23.2K ﹤0.01%
41
-3
538
$23K ﹤0.01%
45
539
$22.9K ﹤0.01%
139
540
$22.7K ﹤0.01%
400
-18
541
$22.6K ﹤0.01%
+612
542
$22.5K ﹤0.01%
300
543
$22.3K ﹤0.01%
194
-47
544
$22.2K ﹤0.01%
233
+174
545
$22K ﹤0.01%
406
546
$21.9K ﹤0.01%
767
547
$21.8K ﹤0.01%
175
548
$21.6K ﹤0.01%
+150
549
$21.3K ﹤0.01%
175
550
$21.2K ﹤0.01%
1,862
-800
20 21
22
23 24