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
651
$8.99K ﹤0.01%
600
652
$8.68K ﹤0.01%
+80
653
$8.57K ﹤0.01%
295
654
$8.49K ﹤0.01%
100
655
$8.48K ﹤0.01%
82
-40
656
$8.03K ﹤0.01%
67
657
$7.96K ﹤0.01%
40
658
$7.94K ﹤0.01%
65
-22
659
$7.78K ﹤0.01%
107
-300
660
$7.62K ﹤0.01%
1,200
661
$7.57K ﹤0.01%
+12
662
$7.52K ﹤0.01%
400
663
$7.43K ﹤0.01%
+89
664
$7.33K ﹤0.01%
200
665
$7.3K ﹤0.01%
250
-46
666
$7.26K ﹤0.01%
210
667
$7.14K ﹤0.01%
250
668
$7.11K ﹤0.01%
200
669
$6.97K ﹤0.01%
200
670
$6.87K ﹤0.01%
+86
671
$6.87K ﹤0.01%
201
672
$6.76K ﹤0.01%
+30
673
$6.76K ﹤0.01%
+83
674
$6.71K ﹤0.01%
81
-53
675
$6.69K ﹤0.01%
15
-22
25 26
27
28 29