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
176
$245K 0.02%
+8,160
177
$241K 0.02%
+3,678
178
$240K 0.02%
+5,329
179
$225K 0.02%
+7,365
180
$224K 0.02%
+4,584
181
$224K 0.02%
+8,169
182
$222K 0.02%
+11,000
183
$219K 0.02%
+30,100
184
$214K 0.02%
+2,510
185
$211K 0.02%
+4,047
186
$206K 0.02%
+7,217
187
$192K 0.02%
+13,720
188
$157K 0.01%
+10,000
189
$147K 0.01%
+30,000
190
$145K 0.01%
+10,330
191
$105K 0.01%
+20,000
192
$29K ﹤0.01%
+2,600
4 5 6 7
8