We are live on ! Find out more
WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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 +$9.14M
2 +$5.07M
3 +$4.51M
4
HAS icon
Hasbro
HAS
+$4.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.33M

Top Sells

1 +$13M
2 +$8.83M
3 +$7.84M
4
D icon
Dominion Energy
D
+$4.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.64M

Sector Composition

1 Technology 22.64%
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
826
-11
827
-224
828
-13
829
-8
830
-5
831
-16
832
-18
833
-50
834
-295
835
-30
836
-26
837
-18
838
-1,500
839
-27
840
-47
841
-9
842
-663
843
-1,000
844
-88
845
-56
846
-2,467
847
-93
848
-38
849
-3
850
-32