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
601
$31K ﹤0.01%
449
602
$31K ﹤0.01%
235
+75
603
$31K ﹤0.01%
430
604
$31K ﹤0.01%
333
-7
605
$31K ﹤0.01%
794
606
$31K ﹤0.01%
331
+31
607
$31K ﹤0.01%
440
608
$30K ﹤0.01%
1,111
609
$30K ﹤0.01%
983
610
$30K ﹤0.01%
+278
611
$30K ﹤0.01%
600
612
$30K ﹤0.01%
7,500
+7,286
613
$30K ﹤0.01%
318
-17
614
$30K ﹤0.01%
450
615
$30K ﹤0.01%
175
616
$30K ﹤0.01%
+180
617
$30K ﹤0.01%
+3,000
618
$29K ﹤0.01%
342
-23
619
$29K ﹤0.01%
247
620
$28K ﹤0.01%
50
621
$28K ﹤0.01%
2,077
622
$28K ﹤0.01%
250
-20
623
$28K ﹤0.01%
261
624
$27K ﹤0.01%
350
625
$27K ﹤0.01%
101
23 24
25
26 27