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
76
$11.3M 0.45%
184,697
+26,831
77
$11M 0.44%
51,202
+49,452
78
$11M 0.44%
18,892
+2,671
79
$9.98M 0.39%
346,639
-3,100
80
$9.94M 0.39%
55,498
-317
81
$9.42M 0.37%
64,393
-66,542
82
$9.41M 0.37%
124,891
+11,045
83
$8.97M 0.35%
52,622
+697
84
$8.9M 0.35%
98,518
+2,238
85
$8.76M 0.35%
29,536
+16,562
86
$8.62M 0.34%
36,317
+2,551
87
$8.26M 0.33%
219,164
-10,257
88
$8.07M 0.32%
97,958
-968
89
$7.58M 0.3%
451,787
-189,650
90
$6.95M 0.28%
720,772
-90,184
91
$6.73M 0.27%
121,325
+12,650
92
$6.59M 0.26%
216,464
-7,311
93
$6.14M 0.24%
109,412
-67,700
94
$5.88M 0.23%
77,868
-659
95
$5.85M 0.23%
97,334
+823
96
$5.61M 0.22%
24,122
+23,745
97
$5.52M 0.22%
51,369
-2,078
98
$5.49M 0.22%
15,398
+933
99
$5.45M 0.22%
11,413
+8,428
100
$5.18M 0.2%
33,407
+2,586
2 3
4
5 6