WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$4.69M
3 +$4.18M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.97M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.94M

Top Sells

1 +$8.24M
2 +$5.28M
3 +$4.47M
4
VAR
Varian Medical Systems, Inc.
VAR
+$4.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.17M

Sector Composition

1 Technology 17.77%
2 Financials 14.4%
3 Healthcare 11.48%
4 Consumer Discretionary 11.03%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$295K 0.01%
2,225
252
$290K 0.01%
1,800
-1,330
253
$285K 0.01%
7,885
254
$285K 0.01%
5,540
+3,600
255
$281K 0.01%
2,047
256
$281K 0.01%
4,200
+3,000
257
$274K 0.01%
2,314
258
$266K 0.01%
5,682
+617
259
$266K 0.01%
1,754
+262
260
$260K 0.01%
8,007
+274
261
$257K 0.01%
1,065
262
$251K 0.01%
2,649
263
$250K 0.01%
1,390
+1,163
264
$244K 0.01%
2,402
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265
$243K 0.01%
6,843
+3,150
266
$243K 0.01%
1,920
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267
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2,830
-167
268
$241K 0.01%
2,700
269
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3,051
270
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4,898
-754
271
$232K 0.01%
1,400
272
$232K 0.01%
1,021
273
$229K 0.01%
7,150
+172
274
$228K 0.01%
3,409
-175
275
$227K 0.01%
9,512
+6,061