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
651
$23K ﹤0.01%
+450
652
$22K ﹤0.01%
380
653
$22K ﹤0.01%
660
+320
654
$22K ﹤0.01%
99
-6
655
$22K ﹤0.01%
1,836
+784
656
$22K ﹤0.01%
1,250
657
$22K ﹤0.01%
1,160
-1,000
658
$22K ﹤0.01%
135
659
$22K ﹤0.01%
300
660
$21K ﹤0.01%
700
661
$21K ﹤0.01%
800
-800
662
$21K ﹤0.01%
269
663
$21K ﹤0.01%
116
664
$21K ﹤0.01%
680
665
$21K ﹤0.01%
436
+5
666
$21K ﹤0.01%
472
667
$21K ﹤0.01%
102
668
$21K ﹤0.01%
700
669
$20K ﹤0.01%
171
670
$20K ﹤0.01%
95
671
$20K ﹤0.01%
522
-394
672
$20K ﹤0.01%
1,436
673
$20K ﹤0.01%
+412
674
$20K ﹤0.01%
1,000
675
$19K ﹤0.01%
311
-116