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
251
$295K 0.01%
2,225
252
$290K 0.01%
1,800
-1,330
253
$285K 0.01%
7,885
254
$285K 0.01%
5,540
+3,600
255
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2,047
256
$281K 0.01%
4,200
+3,000
257
$274K 0.01%
2,314
258
$266K 0.01%
5,682
+617
259
$266K 0.01%
1,754
+262
260
$260K 0.01%
8,007
+274
261
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1,065
262
$251K 0.01%
2,649
263
$250K 0.01%
1,390
+1,163
264
$244K 0.01%
2,402
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265
$243K 0.01%
6,843
+3,150
266
$243K 0.01%
1,920
+224
267
$242K 0.01%
2,830
-167
268
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269
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3,051
270
$232K 0.01%
4,898
-754
271
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1,400
272
$232K 0.01%
1,021
273
$229K 0.01%
3,575
+86
274
$228K 0.01%
3,409
-175
275
$227K 0.01%
9,512
+6,061
9 10
11
12 13