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
576
$36K ﹤0.01%
250
577
$36K ﹤0.01%
+550
578
$36K ﹤0.01%
165
579
$35K ﹤0.01%
3,600
580
$35K ﹤0.01%
450
581
$35K ﹤0.01%
2,426
582
$35K ﹤0.01%
912
583
$35K ﹤0.01%
668
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584
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150
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585
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130
586
$35K ﹤0.01%
1,027
587
$34K ﹤0.01%
425
588
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1,600
589
$34K ﹤0.01%
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$33K ﹤0.01%
235
591
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245
592
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$33K ﹤0.01%
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$32K ﹤0.01%
53
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420
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524
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$32K ﹤0.01%
600
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$32K ﹤0.01%
529
+87