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
151
$1.01M 0.04%
68,565
-149,486
152
$997K 0.04%
+20,865
153
$991K 0.04%
6,734
154
$934K 0.04%
6,249
+5,928
155
$928K 0.04%
15,410
156
$917K 0.04%
4,894
+64
157
$900K 0.04%
4,708
158
$890K 0.04%
18,931
-103,892
159
$838K 0.03%
5,225
+1,000
160
$833K 0.03%
9,155
-20
161
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15,460
+894
162
$785K 0.03%
10,140
-354
163
$783K 0.03%
1,836
164
$771K 0.03%
1,465
+275
165
$763K 0.03%
2,456
166
$752K 0.03%
7,561
167
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5,196
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168
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169
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7,389
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170
$700K 0.03%
100
171
$699K 0.03%
16,999
+11,671
172
$685K 0.03%
7,279
+150
173
$684K 0.03%
5,894
+113
174
$680K 0.03%
2,619
-40
175
$665K 0.03%
7,683
-15
5 6
7
8 9