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
$3.26B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$4.8M
3 +$4.45M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.93M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.88M

Top Sells

1 +$8.52M
2 +$5.08M
3 +$4.25M
4
VAR
Varian Medical Systems, Inc.
VAR
+$4.05M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.07M

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
276
$227K 0.01%
10,861
-1,100
277
$226K 0.01%
3,964
278
$226K 0.01%
1,375
+1,000
279
$225K 0.01%
5,000
280
$224K 0.01%
1,491
+3
281
$222K 0.01%
619
-25
282
$222K 0.01%
684
283
$221K 0.01%
5,040
284
$216K 0.01%
5,536
-1
285
$214K 0.01%
3,708
+373
286
$213K 0.01%
2,457
-2,698
287
$213K 0.01%
1,560
288
$210K 0.01%
3,800
289
$207K 0.01%
1,573
290
$205K 0.01%
14,900
-4,350
291
$204K 0.01%
4,805
+2,552
292
$203K 0.01%
1,466
293
$203K 0.01%
5,984
+250
294
$203K 0.01%
6,400
295
$203K 0.01%
1,838
+118
296
$202K 0.01%
5,067
-400
297
$202K 0.01%
3,095
298
$202K 0.01%
4,000
-83
299
$200K 0.01%
5,402
300
$200K 0.01%
1,588
-9