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
401
$92K ﹤0.01%
825
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402
$92K ﹤0.01%
960
403
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1,232
404
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509
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405
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300
406
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50
407
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3,000
408
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950
409
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410
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411
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970
412
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413
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315
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1,780
+1,000
415
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1,417
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416
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3,878
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419
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420
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4,565
421
$83K ﹤0.01%
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422
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377
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423
$82K ﹤0.01%
620
424
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1,000
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425
$81K ﹤0.01%
353
-2