WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
1
$124M 4.92%
645,364
-4,634
2
$108M 4.28%
227,438
-2,353
3
$82.9M 3.28%
220,434
+335
4
$77.5M 3.07%
997,347
-51,185
5
$70.1M 2.77%
349,282
-12,806
6
$69.3M 2.74%
455,918
-1,717
7
$65.3M 2.58%
250,686
-2,914
8
$64.2M 2.54%
459,739
-1,236
9
$56.5M 2.24%
215,499
-509
10
$56.4M 2.23%
129,047
-19,160
11
$56M 2.21%
105,422
-1,138
12
$54.9M 2.17%
492,230
-14,750
13
$54.5M 2.16%
107,369
+382
14
$42.9M 1.7%
123,767
+2,250
15
$39.2M 1.55%
791,550
-6,930
16
$37M 1.46%
217,447
-6,694
17
$33.4M 1.32%
226,538
-10,236
18
$32.2M 1.28%
91,105
-1,457
19
$29.7M 1.18%
84,660
-1,994
20
$26.5M 1.05%
236,969
-5,944
21
$24.9M 0.98%
107,432
+355
22
$23.3M 0.92%
248,319
-2,025
23
$22.2M 0.88%
27,315
-203
24
$21.9M 0.86%
33,111
-444
25
$21.6M 0.86%
253,194
-9,403
1
2 3 4 5