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
351
$133K ﹤0.01%
1,826
352
$132K ﹤0.01%
2,045
353
$131K ﹤0.01%
1,549
-625
354
$131K ﹤0.01%
3,575
355
$130K ﹤0.01%
2,439
-1
356
$128K ﹤0.01%
2,580
357
$128K ﹤0.01%
1,251
-2,161
358
$126K ﹤0.01%
5,676
+3,568
359
$126K ﹤0.01%
3,557
-2,601
360
$123K ﹤0.01%
+2,408
361
$123K ﹤0.01%
8,936
362
$123K ﹤0.01%
1,724
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363
$122K ﹤0.01%
4,848
364
$122K ﹤0.01%
3,700
-2,125
365
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605
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366
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367
$119K ﹤0.01%
981
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368
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597
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369
$118K ﹤0.01%
3,450
370
$117K ﹤0.01%
410
-34
371
$116K ﹤0.01%
1,675
-1,114
372
$116K ﹤0.01%
1,580
+2
373
$115K ﹤0.01%
470
374
$115K ﹤0.01%
924
+518
375
$114K ﹤0.01%
2,325
-210