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
101
$9.69M 0.3%
26,222
+1,158
102
$9.1M 0.28%
119,857
+13,148
103
$9.08M 0.28%
34,760
+339
104
$8.94M 0.27%
30,634
-1,295
105
$8.82M 0.27%
55,851
+2,338
106
$8.3M 0.25%
148,579
-18,310
107
$8.15M 0.25%
64,905
-1,637
108
$8.12M 0.25%
103,937
-9,882
109
$7.59M 0.23%
20,326
+100
110
$6.64M 0.2%
290,697
-372,802
111
$6.45M 0.2%
387,077
-3,846
112
$6.24M 0.19%
415,992
+53,665
113
$6.23M 0.19%
42,356
-84
114
$6.16M 0.19%
527,100
+44,636
115
$6.07M 0.19%
47,083
+6,063
116
$5.97M 0.18%
27,894
+684
117
$5.87M 0.18%
28,417
+1,989
118
$5.7M 0.18%
68,171
-40
119
$5.67M 0.17%
34,497
-115
120
$5.6M 0.17%
51,713
-304
121
$5.53M 0.17%
25,105
+892
122
$5.34M 0.16%
101,356
-1,303
123
$5.29M 0.16%
13,334
+23
124
$5.24M 0.16%
27,162
+1,713
125
$5.2M 0.16%
84,323
+8,923
3 4
5
6 7