WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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 +$11.1M
2 +$4.69M
3 +$4.18M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.97M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.94M

Top Sells

1 +$8.24M
2 +$5.28M
3 +$4.47M
4
VAR
Varian Medical Systems, Inc.
VAR
+$4.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.17M

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
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$27K ﹤0.01%
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631
$26K ﹤0.01%
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632
$26K ﹤0.01%
247
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$26K ﹤0.01%
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634
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635
$26K ﹤0.01%
230
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$25K ﹤0.01%
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$25K ﹤0.01%
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638
$25K ﹤0.01%
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$25K ﹤0.01%
+1,151
641
$25K ﹤0.01%
667
642
$24K ﹤0.01%
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500
648
$23K ﹤0.01%
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$23K ﹤0.01%
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650
$23K ﹤0.01%
+245