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
26
$35.6M 1.09%
690,435
-4,924
27
$35.2M 1.08%
135,044
-3,367
28
$34.1M 1.05%
318,822
+10,792
29
$33.6M 1.03%
89,897
-933
30
$32.1M 0.99%
365,007
-3,362
31
$31.8M 0.98%
124,456
+151
32
$30M 0.92%
182,744
+810
33
$29.6M 0.91%
123,886
+9,135
34
$28.9M 0.89%
79,324
+354
35
$28.4M 0.87%
12,190
+394
36
$28.1M 0.86%
58,009
-3,207
37
$27.3M 0.84%
120,282
-3,266
38
$27M 0.83%
139,142
+1,427
39
$26.4M 0.81%
95,608
-1,012
40
$26.1M 0.8%
562,020
-9,310
41
$25.8M 0.79%
473,434
-3,263
42
$24.5M 0.75%
323,638
-5,259
43
$24.1M 0.74%
291,635
+7,859
44
$22M 0.68%
341,806
+16,813
45
$21.6M 0.66%
28,627
-370
46
$21.4M 0.66%
125,710
+1,184
47
$20.3M 0.62%
281,827
-827
48
$19.9M 0.61%
342,244
+5,975
49
$19.7M 0.61%
1,477,640
-28,200
50
$19.4M 0.6%
102,916
+1,256
1
2
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