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
526
$44K ﹤0.01%
1,129
527
$44K ﹤0.01%
2,957
528
$44K ﹤0.01%
739
529
$44K ﹤0.01%
+400
530
$44K ﹤0.01%
663
531
$44K ﹤0.01%
+1,520
532
$43K ﹤0.01%
2,000
533
$43K ﹤0.01%
1,792
+239
534
$43K ﹤0.01%
975
535
$43K ﹤0.01%
2,000
536
$43K ﹤0.01%
249
537
$43K ﹤0.01%
2,569
-880
538
$42K ﹤0.01%
+452
539
$42K ﹤0.01%
850
540
$41K ﹤0.01%
813
+360
541
$41K ﹤0.01%
+224
542
$41K ﹤0.01%
+1,710
543
$41K ﹤0.01%
429
544
$41K ﹤0.01%
3,143
545
$41K ﹤0.01%
1,775
-25
546
$41K ﹤0.01%
5,541
547
$40K ﹤0.01%
1,198
+29
548
$40K ﹤0.01%
3,000
549
$40K ﹤0.01%
772
550
$40K ﹤0.01%
1,500
20 21
22
23 24