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
126
$5M 0.15%
78,127
-5,491
127
$4.94M 0.15%
161,540
+65,630
128
$4.73M 0.15%
77,977
+48,340
129
$4.43M 0.14%
40,798
+10,018
130
$3.92M 0.12%
15,906
-117
131
$3.84M 0.12%
17,131
-1,068
132
$3.83M 0.12%
30,084
-1,412
133
$3.47M 0.11%
47,163
-206
134
$3.19M 0.1%
7,910
-20
135
$2.82M 0.09%
17,505
-495
136
$2.78M 0.09%
40,690
-3,583
137
$2.62M 0.08%
19,903
-100
138
$2.62M 0.08%
11,036
-722
139
$2.36M 0.07%
22,503
-1,003
140
$2.31M 0.07%
6
141
$2.31M 0.07%
25,149
-1,529
142
$2.31M 0.07%
12,130
-126
143
$2.19M 0.07%
34,709
-2,880
144
$2.16M 0.07%
15,286
+567
145
$2.15M 0.07%
79,008
+8
146
$2.14M 0.07%
24,093
-185
147
$2.08M 0.06%
21,262
-840
148
$1.99M 0.06%
7,017
149
$1.93M 0.06%
37,065
+550
150
$1.92M 0.06%
29,357
-2,801
4 5
6
7 8