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
$1.18B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$31.8M
3
+$30.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$29.1M
5
V icon
Visa
V
+$29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.25%
2 Financials 14.48%
3 Industrials 11.32%
4 Healthcare 10.64%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.01M 0.68%
+160,629
52
$7.96M 0.67%
+49,612
53
$7.73M 0.65%
+223,801
54
$6.9M 0.58%
+189,121
55
$6.88M 0.58%
+26,794
56
$6.25M 0.53%
+110,901
57
$6.04M 0.51%
+69,820
58
$5.97M 0.5%
+243,378
59
$5.9M 0.5%
+108,246
60
$5.88M 0.5%
+315,714
61
$5.76M 0.49%
+167,286
62
$5.71M 0.48%
+55,302
63
$5.62M 0.47%
+139,782
64
$5.4M 0.46%
+115,752
65
$5.37M 0.45%
+220,764
66
$5.24M 0.44%
+76,103
67
$5.13M 0.43%
+132,344
68
$5.12M 0.43%
+118,215
69
$5.07M 0.43%
+122,533
70
$4.86M 0.41%
+53,189
71
$4.7M 0.4%
+64,424
72
$4.59M 0.39%
+131,502
73
$4.56M 0.38%
+160,846
74
$4.5M 0.38%
+290,611
75
$4.47M 0.38%
+54,237
1 2
3
4 5