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
1001
$1K ﹤0.01%
75
-6
1002
$1K ﹤0.01%
36
+1
1003
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1004
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+2
1005
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15
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1006
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1007
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1008
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1009
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1010
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1011
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1012
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1014
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1016
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1017
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1018
$0 ﹤0.01%
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1019
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$0 ﹤0.01%
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1023
$0 ﹤0.01%
10
-5
1024
$0 ﹤0.01%
110
1025
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