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
776
$2.62K ﹤0.01%
70
777
$2.45K ﹤0.01%
105
778
$2.36K ﹤0.01%
594
779
$2.35K ﹤0.01%
62
-44
780
$2.29K ﹤0.01%
110
-10
781
$2.26K ﹤0.01%
35
782
$2.24K ﹤0.01%
108
783
$1.93K ﹤0.01%
102
784
$1.88K ﹤0.01%
100
-25
785
$1.88K ﹤0.01%
50
-28
786
$1.88K ﹤0.01%
45
787
$1.87K ﹤0.01%
197
788
$1.85K ﹤0.01%
100
789
$1.84K ﹤0.01%
+99
790
$1.81K ﹤0.01%
260
791
$1.8K ﹤0.01%
+10
792
$1.78K ﹤0.01%
170
793
$1.73K ﹤0.01%
98
794
$1.67K ﹤0.01%
270
795
$1.52K ﹤0.01%
815
796
$1.52K ﹤0.01%
66
797
$1.5K ﹤0.01%
51
798
$1.44K ﹤0.01%
665
799
$1.43K ﹤0.01%
100
-100
800
$1.42K ﹤0.01%
50
-250
30 31
32
33 34