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
1026
$0 ﹤0.01%
3
1027
– –
-104
1028
– –
-6,239
1029
– –
-226
1030
– –
-5,780
1031
– –
-280
1032
– –
-1,260
1033
– –
-115
1034
– –
-269
1035
– –
-7
1036
– –
-454
1037
– –
-7,130
1038
– –
-3
1039
– –
-345
1040
– –
-686
1041
– –
-150
1042
$0 ﹤0.01%
8
-18
1043
$0 ﹤0.01%
1
1044
– –
-2,130
1045
$0 ﹤0.01%
+15
1046
$0 ﹤0.01%
6
1047
– –
-165
1048
– –
-50
1049
– –
-400
1050
– –
-100
40 41
42
43 44