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
1026
-123
1027
-400
1028
-56
1029
-141
1030
-305
1031
-226
1032
-150
1033
$0 ﹤0.01%
8
-18
1034
-4
1035
$0 ﹤0.01%
4
1036
-4,537
1037
-40
1038
-10
1039
-1,400
1040
-21
1041
-2,550
1042
-80
1043
-6,239
1044
-5,780
1045
-269
1046
-7
1047
-454
1048
-7,130
1049
-3
1050
-345