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
726
$4.45K ﹤0.01%
120
727
$4.37K ﹤0.01%
300
+6
728
$4.36K ﹤0.01%
+52
729
$4.35K ﹤0.01%
170
730
$4.33K ﹤0.01%
135
-242
731
$4.22K ﹤0.01%
500
732
$4.2K ﹤0.01%
478
733
$4.16K ﹤0.01%
+38
734
$4.1K ﹤0.01%
17
-2
735
$4.08K ﹤0.01%
+49
736
$4.03K ﹤0.01%
+50
737
$3.98K ﹤0.01%
101
738
$3.96K ﹤0.01%
152
-3,848
739
$3.92K ﹤0.01%
+153
740
$3.91K ﹤0.01%
+36
741
$3.78K ﹤0.01%
29
-11
742
$3.72K ﹤0.01%
175
743
$3.68K ﹤0.01%
100
744
$3.67K ﹤0.01%
284
745
$3.62K ﹤0.01%
27
-205
746
$3.6K ﹤0.01%
20,000
747
$3.56K ﹤0.01%
+77
748
$3.55K ﹤0.01%
+11
749
$3.48K ﹤0.01%
20
750
$3.45K ﹤0.01%
+96
28 29
30
31 32