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
626
$27K ﹤0.01%
5,000
627
$27K ﹤0.01%
150
628
$27K ﹤0.01%
200
629
$27K ﹤0.01%
300
630
$27K ﹤0.01%
+150
631
$26K ﹤0.01%
472
+450
632
$26K ﹤0.01%
1,080
633
$26K ﹤0.01%
247
634
$26K ﹤0.01%
230
635
$26K ﹤0.01%
72
-18
636
$25K ﹤0.01%
1,050
637
$25K ﹤0.01%
3,388
638
$25K ﹤0.01%
+500
639
$25K ﹤0.01%
333
640
$25K ﹤0.01%
+1,151
641
$25K ﹤0.01%
667
642
$24K ﹤0.01%
190
643
$24K ﹤0.01%
150
644
$24K ﹤0.01%
250
645
$24K ﹤0.01%
76
646
$24K ﹤0.01%
1,381
-123
647
$23K ﹤0.01%
500
648
$23K ﹤0.01%
+548
649
$23K ﹤0.01%
579
+558
650
$23K ﹤0.01%
+245