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
51
$18.8M 0.58%
141,259
+3,108
52
$18.7M 0.57%
164,262
-310
53
$18.4M 0.56%
340,040
+5,920
54
$18.1M 0.56%
83,486
+163
55
$18.1M 0.55%
178,644
+2,101
56
$17.8M 0.55%
63,366
+6,385
57
$17.6M 0.54%
153,021
+15,912
58
$17.3M 0.53%
144,110
+421
59
$17.2M 0.53%
110,932
-431
60
$17.1M 0.52%
312,345
+23,290
61
$17M 0.52%
71,926
-923
62
$16.9M 0.52%
373,089
+7,587
63
$16.6M 0.51%
122,631
+3,859
64
$16.5M 0.51%
319,651
+4,604
65
$16.4M 0.5%
281,604
+76,343
66
$16.3M 0.5%
216,447
+713
67
$16.1M 0.49%
243,486
-605
68
$16.1M 0.49%
23,682
+422
69
$16.1M 0.49%
90,979
-1,303
70
$15.7M 0.48%
202,725
+25,775
71
$15.4M 0.47%
58,263
-973
72
$15.2M 0.47%
32,140
+6,097
73
$15.1M 0.46%
192,267
+105
74
$14.9M 0.46%
206,246
+18,900
75
$14.5M 0.45%
127,655
-1,546
1 2
3
4 5