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
576
$17K ﹤0.01%
423
-38
577
$16.9K ﹤0.01%
340
578
$16.4K ﹤0.01%
357
579
$16.1K ﹤0.01%
300
580
$15.9K ﹤0.01%
70
581
$15.8K ﹤0.01%
3,597
582
$15.8K ﹤0.01%
400
-25
583
$15.7K ﹤0.01%
70
584
$15.6K ﹤0.01%
400
585
$15.6K ﹤0.01%
200
586
$15.6K ﹤0.01%
298
-349
587
$15.5K ﹤0.01%
375
588
$15.5K ﹤0.01%
800
589
$15.5K ﹤0.01%
150
+100
590
$15.4K ﹤0.01%
242
591
$15.3K ﹤0.01%
200
592
$15.3K ﹤0.01%
37
-8
593
$15.2K ﹤0.01%
330
594
$15.2K ﹤0.01%
150
595
$15.1K ﹤0.01%
58
+17
596
$15K ﹤0.01%
150
597
$14.8K ﹤0.01%
189
598
$14.7K ﹤0.01%
290
599
$14.6K ﹤0.01%
1,000
600
$14.4K ﹤0.01%
311
22 23
24
25 26