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
626
$10.7K ﹤0.01%
1,250
627
$10.6K ﹤0.01%
750
628
$10.6K ﹤0.01%
+195
629
$10.5K ﹤0.01%
225
630
$10.5K ﹤0.01%
564
631
$10.5K ﹤0.01%
135
-24
632
$10.4K ﹤0.01%
160
633
$10.2K ﹤0.01%
200
634
$10.1K ﹤0.01%
2,100
635
$9.97K ﹤0.01%
135
636
$9.97K ﹤0.01%
1,243
637
$9.96K ﹤0.01%
360
638
$9.85K ﹤0.01%
165
-288
639
$9.82K ﹤0.01%
200
640
$9.68K ﹤0.01%
1,500
641
$9.66K ﹤0.01%
106
642
$9.59K ﹤0.01%
+113
643
$9.57K ﹤0.01%
160
644
$9.56K ﹤0.01%
250
645
$9.51K ﹤0.01%
160
-600
646
$9.37K ﹤0.01%
96
647
$9.3K ﹤0.01%
58
648
$9.22K ﹤0.01%
161
649
$9.09K ﹤0.01%
+95
650
$9.04K ﹤0.01%
38
24 25
26
27 28