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
426
$81K ﹤0.01%
1,262
427
$79K ﹤0.01%
1,510
-140
428
$78K ﹤0.01%
1,384
-297
429
$78K ﹤0.01%
1,281
+985
430
$77K ﹤0.01%
2,000
431
$77K ﹤0.01%
338
432
$76K ﹤0.01%
520
-33
433
$75K ﹤0.01%
951
+342
434
$75K ﹤0.01%
1,838
435
$74K ﹤0.01%
726
436
$74K ﹤0.01%
440
437
$71K ﹤0.01%
185
438
$71K ﹤0.01%
5,000
439
$70K ﹤0.01%
694
440
$70K ﹤0.01%
800
441
$69K ﹤0.01%
3,105
442
$69K ﹤0.01%
1,100
443
$68K ﹤0.01%
909
-238
444
$67K ﹤0.01%
1,000
445
$67K ﹤0.01%
2,170
-105
446
$67K ﹤0.01%
+1,502
447
$67K ﹤0.01%
780
448
$67K ﹤0.01%
198
+48
449
$66K ﹤0.01%
765
450
$66K ﹤0.01%
1,677
+3