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
51
$16.8M 0.67%
320,457
+1,593
52
$16.8M 0.66%
127,959
+6,601
53
$16.7M 0.66%
230,565
-136
54
$16.6M 0.66%
49,235
-466
55
$16.3M 0.65%
62,573
-654
56
$16.3M 0.64%
322,079
-19,167
57
$16.1M 0.64%
148,996
+10,606
58
$16.1M 0.64%
161,788
-3,025
59
$15.5M 0.61%
253,027
+3,028
60
$15.3M 0.61%
349,198
-3,485
61
$15.3M 0.61%
170,463
+1,222
62
$15.1M 0.6%
140,869
-3,844
63
$15.1M 0.6%
127,766
-3,460
64
$15M 0.59%
69,357
-529
65
$14.9M 0.59%
19,730
-63
66
$14.6M 0.58%
32,141
+384
67
$14.1M 0.56%
128,290
-482
68
$14M 0.55%
133,620
-1,198
69
$13.9M 0.55%
48,274
-195
70
$13.3M 0.53%
64,631
-1,319
71
$12.7M 0.5%
86,980
+1,855
72
$12.7M 0.5%
56,018
-2,206
73
$12.3M 0.49%
244,070
-3,557
74
$11.6M 0.46%
345,615
-19,997
75
$11.5M 0.46%
123,387
-2,045
1 2
3
4 5