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
376
$113K ﹤0.01%
1,283
-11
377
$113K ﹤0.01%
1,011
-859
378
$112K ﹤0.01%
5,290
379
$112K ﹤0.01%
526
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380
$111K ﹤0.01%
1,680
381
$109K ﹤0.01%
1,572
-9
382
$106K ﹤0.01%
1,200
383
$106K ﹤0.01%
7,518
+3,434
384
$105K ﹤0.01%
2,000
385
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386
$105K ﹤0.01%
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387
$104K ﹤0.01%
379
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$103K ﹤0.01%
700
389
$103K ﹤0.01%
2,211
390
$103K ﹤0.01%
2,000
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$102K ﹤0.01%
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945
393
$101K ﹤0.01%
1,898
394
$99K ﹤0.01%
2,050
395
$98K ﹤0.01%
3,300
396
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12,599
+1,500
397
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3,000
398
$96K ﹤0.01%
2,000
399
$93K ﹤0.01%
2,491
400
$93K ﹤0.01%
6,726