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
751
$3.44K ﹤0.01%
+35
752
$3.41K ﹤0.01%
+46
753
$3.41K ﹤0.01%
75
754
$3.39K ﹤0.01%
78
755
$3.38K ﹤0.01%
10
756
$3.37K ﹤0.01%
+18
757
$3.36K ﹤0.01%
479
758
$3.36K ﹤0.01%
187
759
$3.33K ﹤0.01%
+48
760
$3.33K ﹤0.01%
26
761
$3.31K ﹤0.01%
13
762
$3.26K ﹤0.01%
30
763
$3.25K ﹤0.01%
70
764
$3.22K ﹤0.01%
+42
765
$3.19K ﹤0.01%
122
766
$3.17K ﹤0.01%
34
767
$3.14K ﹤0.01%
+164
768
$3.09K ﹤0.01%
+62
769
$3K ﹤0.01%
+117
770
$2.97K ﹤0.01%
200
771
$2.96K ﹤0.01%
13
772
$2.88K ﹤0.01%
+41
773
$2.85K ﹤0.01%
27
774
$2.75K ﹤0.01%
58
775
$2.73K ﹤0.01%
36
-21
29 30
31
32 33