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
101
$4.93M 0.2%
188,928
-1,590
102
$4.91M 0.19%
23,019
+22,485
103
$4.6M 0.18%
90,125
+88,593
104
$4.17M 0.17%
41,698
+555
105
$4.09M 0.16%
29,012
+1,149
106
$3.76M 0.15%
34,495
-810
107
$3.69M 0.15%
191,463
+190,352
108
$3.59M 0.14%
95,409
+9,553
109
$3.45M 0.14%
+15,835
110
$3.42M 0.14%
25,052
+76
111
$3.39M 0.13%
8,475
+77
112
$3.3M 0.13%
33,451
+850
113
$3.08M 0.12%
5,646
-473
114
$3.03M 0.12%
11,078
-78
115
$3.03M 0.12%
36,087
+14,454
116
$3.02M 0.12%
61,652
-167
117
$2.94M 0.12%
11,956
-266
118
$2.71M 0.11%
5
119
$2.69M 0.11%
18,873
-1,906
120
$2.11M 0.08%
21,955
-1,739
121
$2.09M 0.08%
13,993
+1,458
122
$2.08M 0.08%
12,701
+43
123
$2.03M 0.08%
54,542
124
$1.97M 0.08%
33,470
+3,773
125
$1.91M 0.08%
9,899
+2,045
3 4
5
6 7