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
676
$6.67K ﹤0.01%
670
677
$6.58K ﹤0.01%
100
678
$6.5K ﹤0.01%
+40
679
$6.49K ﹤0.01%
+54
680
$6.38K ﹤0.01%
+53
681
$6.35K ﹤0.01%
50
682
$6.32K ﹤0.01%
107
-400
683
$6.29K ﹤0.01%
+4
684
$6.2K ﹤0.01%
+402
685
$6.12K ﹤0.01%
100
-261
686
$6.09K ﹤0.01%
42
-220
687
$6K ﹤0.01%
77
+27
688
$5.95K ﹤0.01%
75
689
$5.9K ﹤0.01%
538
690
$5.81K ﹤0.01%
198
691
$5.77K ﹤0.01%
+49
692
$5.72K ﹤0.01%
112
693
$5.71K ﹤0.01%
85
694
$5.69K ﹤0.01%
244
695
$5.68K ﹤0.01%
25
696
$5.67K ﹤0.01%
+49
697
$5.66K ﹤0.01%
160
-175
698
$5.65K ﹤0.01%
8
+1
699
$5.64K ﹤0.01%
+37
700
$5.58K ﹤0.01%
+50
26 27
28
29 30