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
551
$20.9K ﹤0.01%
825
-60
552
$20.8K ﹤0.01%
380
553
$20.8K ﹤0.01%
400
554
$20.8K ﹤0.01%
25
555
$20.5K ﹤0.01%
996
556
$20.4K ﹤0.01%
813
557
$20.4K ﹤0.01%
700
558
$20K ﹤0.01%
+510
559
$19.7K ﹤0.01%
1,160
560
$19.6K ﹤0.01%
450
561
$19.5K ﹤0.01%
1,000
562
$19.4K ﹤0.01%
1,000
563
$19.3K ﹤0.01%
816
564
$19.2K ﹤0.01%
490
565
$18.8K ﹤0.01%
380
+6
566
$18.7K ﹤0.01%
239
567
$18.6K ﹤0.01%
650
568
$17.8K ﹤0.01%
460
-795
569
$17.7K ﹤0.01%
64
+10
570
$17.6K ﹤0.01%
900
571
$17.5K ﹤0.01%
90
572
$17.4K ﹤0.01%
128
-222
573
$17.2K ﹤0.01%
1,196
-11
574
$17.2K ﹤0.01%
300
575
$17K ﹤0.01%
75
+53
21 22
23
24 25