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
126
$1.89M 0.08%
17,972
+156
127
$1.85M 0.07%
+36,147
128
$1.78M 0.07%
14,982
-263
129
$1.69M 0.07%
18,276
-516
130
$1.68M 0.07%
14,300
+13,900
131
$1.62M 0.06%
32,205
-550
132
$1.51M 0.06%
16,788
-8
133
$1.44M 0.06%
16,308
+847
134
$1.29M 0.05%
16,148
135
$1.29M 0.05%
11,864
-70
136
$1.28M 0.05%
4,223
+60
137
$1.27M 0.05%
19,980
-105
138
$1.26M 0.05%
4,274
+797
139
$1.24M 0.05%
+11,796
140
$1.18M 0.05%
8,893
-130
141
$1.18M 0.05%
8,132
-105,252
142
$1.15M 0.05%
7,436
-349
143
$1.14M 0.05%
23,129
+399
144
$1.09M 0.04%
31,568
145
$1.09M 0.04%
11,736
+761
146
$1.09M 0.04%
6,946
-4
147
$1.07M 0.04%
4,641
-655
148
$1.07M 0.04%
22,288
+19,869
149
$1.03M 0.04%
13,291
+4,301
150
$1.03M 0.04%
10,594
-1,819
4 5
6
7 8