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
451
$66K ﹤0.01%
+584
452
$66K ﹤0.01%
436
+71
453
$65K ﹤0.01%
632
454
$65K ﹤0.01%
950
+550
455
$64K ﹤0.01%
1,285
-150
456
$64K ﹤0.01%
1,011
457
$64K ﹤0.01%
837
458
$63K ﹤0.01%
110
459
$63K ﹤0.01%
315
460
$63K ﹤0.01%
2,800
461
$63K ﹤0.01%
1,100
462
$63K ﹤0.01%
1,280
463
$63K ﹤0.01%
293
464
$63K ﹤0.01%
200
465
$63K ﹤0.01%
500
466
$62K ﹤0.01%
2,200
467
$62K ﹤0.01%
1,000
468
$62K ﹤0.01%
685
+1
469
$61K ﹤0.01%
1,270
470
$60K ﹤0.01%
299
471
$60K ﹤0.01%
3,000
472
$60K ﹤0.01%
1,000
-3,630
473
$59K ﹤0.01%
7,500
474
$59K ﹤0.01%
1,922
475
$59K ﹤0.01%
473
-5
17 18
19
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