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
701
$5.54K ﹤0.01%
+75
702
$5.53K ﹤0.01%
+421
703
$5.46K ﹤0.01%
76
704
$5.45K ﹤0.01%
+40
705
$5.44K ﹤0.01%
+40
706
$5.39K ﹤0.01%
80
707
$5.38K ﹤0.01%
+63
708
$5.33K ﹤0.01%
+92
709
$5.17K ﹤0.01%
2
710
$5.1K ﹤0.01%
+152
711
$5.07K ﹤0.01%
107
712
$4.91K ﹤0.01%
+228
713
$4.86K ﹤0.01%
153
+117
714
$4.79K ﹤0.01%
35
715
$4.78K ﹤0.01%
+61
716
$4.76K ﹤0.01%
250
717
$4.69K ﹤0.01%
200
718
$4.66K ﹤0.01%
30
719
$4.65K ﹤0.01%
+38
720
$4.59K ﹤0.01%
201
-514
721
$4.57K ﹤0.01%
116
722
$4.57K ﹤0.01%
66
723
$4.57K ﹤0.01%
+82
724
$4.52K ﹤0.01%
256
725
$4.48K ﹤0.01%
442
27 28
29
30 31