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
326
$166K 0.01%
4,939
-8
327
$165K 0.01%
1,487
328
$163K 0.01%
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329
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330
$161K ﹤0.01%
4,385
331
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332
$155K ﹤0.01%
2,245
+1,588
333
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334
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335
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615
336
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337
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683
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11,300
340
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2,700
341
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3,330
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343
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346
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347
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348
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349
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+1
350
$134K ﹤0.01%
3,549
-73