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
801
$1.4K ﹤0.01%
+7
802
$1.36K ﹤0.01%
10
803
$1.24K ﹤0.01%
150
804
$1.23K ﹤0.01%
16
805
$1.11K ﹤0.01%
75
-8
806
$890 ﹤0.01%
150
+50
807
$734 ﹤0.01%
28
808
$702 ﹤0.01%
305
809
$689 ﹤0.01%
23
810
$623 ﹤0.01%
7
811
$617 ﹤0.01%
10
812
$567 ﹤0.01%
7
813
$492 ﹤0.01%
4
814
$404 ﹤0.01%
15
815
$318 ﹤0.01%
90
816
$297 ﹤0.01%
20
817
$278 ﹤0.01%
50
818
$234 ﹤0.01%
24
819
$190 ﹤0.01%
21
820
$183 ﹤0.01%
50
-100
821
$161 ﹤0.01%
10
822
$105 ﹤0.01%
3
-20
823
$43 ﹤0.01%
+2
824
– –
-8
825
– –
-60
31 32
33
34 35