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
76
$4.25M 0.36%
+390
77
$4.12M 0.35%
+62,655
78
$4.1M 0.35%
+109,053
79
$3.87M 0.33%
+86,472
80
$3.81M 0.32%
+75,499
81
$3.81M 0.32%
+60,626
82
$3.8M 0.32%
+88,687
83
$3.7M 0.31%
+149,028
84
$3.65M 0.31%
+72,443
85
$3.63M 0.31%
+33,021
86
$3.36M 0.28%
+126,525
87
$3.33M 0.28%
+15,861
88
$3.21M 0.27%
+54,905
89
$3.07M 0.26%
+150,880
90
$3.07M 0.26%
+66,697
91
$2.95M 0.25%
+66,566
92
$2.66M 0.22%
+23,768
93
$2.43M 0.21%
+60,551
94
$2.4M 0.2%
+33,471
95
$2.32M 0.2%
+54,512
96
$2.12M 0.18%
+87,413
97
$1.98M 0.17%
+25,670
98
$1.94M 0.16%
+34,204
99
$1.85M 0.16%
+29,353
100
$1.45M 0.12%
+32,363