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
101
$1.39M 0.12%
+49,680
102
$1.39M 0.12%
+16,077
103
$1.37M 0.12%
+106,615
104
$1.37M 0.12%
+13,857
105
$1.32M 0.11%
+22,577
106
$1.28M 0.11%
+15,753
107
$1.25M 0.11%
+74,470
108
$1.18M 0.1%
+19,548
109
$1.06M 0.09%
+9,544
110
$1.03M 0.09%
+8,685
111
$1M 0.08%
+23,578
112
$904K 0.08%
+9,707
113
$890K 0.08%
+28,958
114
$886K 0.07%
+8,647
115
$875K 0.07%
+16,455
116
$851K 0.07%
+33,982
117
$846K 0.07%
+21,979
118
$843K 0.07%
+5
119
$807K 0.07%
+8,887
120
$802K 0.07%
+12,079
121
$757K 0.06%
+9,105
122
$756K 0.06%
+34,449
123
$753K 0.06%
+34,740
124
$721K 0.06%
+12,580
125
$696K 0.06%
+15,410