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
$1.18B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$31.8M
3
+$30.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$29.1M
5
V icon
Visa
V
+$29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.25%
2 Financials 14.48%
3 Industrials 11.32%
4 Healthcare 10.64%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.9M 1.51%
+473,067
27
$17.5M 1.48%
+115,382
28
$17.5M 1.48%
+208,381
29
$16.9M 1.43%
+656,665
30
$15.6M 1.32%
+128,903
31
$14.3M 1.21%
+349,319
32
$14.3M 1.21%
+229,877
33
$14.2M 1.2%
+497,227
34
$13.8M 1.17%
+123,294
35
$13.1M 1.11%
+680,099
36
$13.1M 1.1%
+110,407
37
$12.3M 1.04%
+197,598
38
$11.9M 1%
+234,922
39
$11.6M 0.98%
+149,444
40
$11.3M 0.95%
+346,664
41
$11.2M 0.95%
+100,987
42
$11.1M 0.94%
+194,496
43
$10.9M 0.92%
+133,799
44
$10.6M 0.9%
+138,136
45
$10.4M 0.88%
+388,873
46
$10M 0.84%
+116,462
47
$9.29M 0.78%
+93,817
48
$9.01M 0.76%
+131,082
49
$8.58M 0.72%
+101,346
50
$8.09M 0.68%
+133,874
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