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
551
$40K ﹤0.01%
+75
552
$39K ﹤0.01%
300
553
$39K ﹤0.01%
639
554
$39K ﹤0.01%
2,400
555
$39K ﹤0.01%
53
556
$39K ﹤0.01%
1,500
557
$38K ﹤0.01%
236
-49
558
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600
559
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600
560
$37K ﹤0.01%
301
561
$37K ﹤0.01%
53
562
$37K ﹤0.01%
1,000
563
$37K ﹤0.01%
116
564
$37K ﹤0.01%
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565
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900
566
$37K ﹤0.01%
2,000
567
$37K ﹤0.01%
480
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$37K ﹤0.01%
150
569
$37K ﹤0.01%
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570
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385
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$36K ﹤0.01%
+5,000
572
$36K ﹤0.01%
130
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573
$36K ﹤0.01%
1,175
574
$36K ﹤0.01%
512
-3
575
$36K ﹤0.01%
+256