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
1001
$1K ﹤0.01%
82
-31
1002
$1K ﹤0.01%
24
-2
1003
$1K ﹤0.01%
56
1004
$1K ﹤0.01%
75
-6
1005
$1K ﹤0.01%
1
1006
-170
1007
-13
1008
-56
1009
-20
1010
-1,000
1011
-141
1012
-4
1013
$0 ﹤0.01%
4
1014
-4,537
1015
-1,021
1016
-40
1017
-80
1018
-3,180
1019
-305
1020
-10
1021
-305
1022
-1,400
1023
-21
1024
-2,550
1025
-80