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
301
$198K 0.01%
1,522
+249
302
$194K 0.01%
4,157
-184
303
$194K 0.01%
1,619
304
$191K 0.01%
15,500
305
$189K 0.01%
2,160
-180
306
$188K 0.01%
808
+250
307
$188K 0.01%
597
308
$186K 0.01%
756
-21
309
$183K 0.01%
630
+130
310
$183K 0.01%
1,290
+139
311
$182K 0.01%
8,505
312
$177K 0.01%
1,884
-100
313
$176K 0.01%
3,000
314
$174K 0.01%
2,240
315
$172K 0.01%
8,705
316
$171K 0.01%
1,780
+511
317
$171K 0.01%
768
-15
318
$170K 0.01%
2,530
319
$170K 0.01%
992
-8
320
$170K 0.01%
2,250
321
$169K 0.01%
1,881
+858
322
$168K 0.01%
1,052
323
$166K 0.01%
8,800
324
$166K 0.01%
5,725
325
$166K 0.01%
1,455