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
76
$14.3M 0.44%
30,103
-49
77
$13.7M 0.42%
134,163
-1,502
78
$13.6M 0.42%
376,610
+13,557
79
$13.6M 0.42%
38,490
+4,060
80
$13.3M 0.41%
37,675
+517
81
$13.2M 0.4%
93,609
+4,492
82
$13.1M 0.4%
173,194
-2,487
83
$13.1M 0.4%
62,010
+1,078
84
$12.8M 0.39%
105,145
+6,797
85
$12.8M 0.39%
218,229
+8,605
86
$12.7M 0.39%
398,167
+4,376
87
$12.7M 0.39%
72,377
+1,899
88
$12.4M 0.38%
37,574
-994
89
$12.3M 0.38%
49,471
+1,095
90
$11.4M 0.35%
46,856
+2,389
91
$11.4M 0.35%
96,475
+574
92
$11.3M 0.35%
72,816
-786
93
$11M 0.34%
199,793
-5,336
94
$10.7M 0.33%
+225,289
95
$10.7M 0.33%
69,823
+1,838
96
$10.3M 0.32%
130,264
+1,862
97
$10.3M 0.32%
110,417
+1,141
98
$9.79M 0.3%
216,969
+17,157
99
$9.74M 0.3%
111,740
+25,168
100
$9.71M 0.3%
71,650
+8,121
2 3
4
5 6