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
501
$48K ﹤0.01%
670
502
$48K ﹤0.01%
+1,500
503
$47K ﹤0.01%
950
504
$47K ﹤0.01%
1,250
505
$47K ﹤0.01%
1,485
506
$47K ﹤0.01%
333
507
$47K ﹤0.01%
881
508
$47K ﹤0.01%
3,490
509
$46K ﹤0.01%
246
510
$46K ﹤0.01%
2,700
511
$46K ﹤0.01%
2,700
512
$46K ﹤0.01%
2,885
513
$46K ﹤0.01%
395
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514
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354
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515
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1,505
516
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3,000
517
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500
518
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900
519
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389
520
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521
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522
$45K ﹤0.01%
160
523
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1,450
524
$45K ﹤0.01%
573
-1
525
$44K ﹤0.01%
200
-30
19 20
21
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