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
151
$1.86M 0.06%
4,667
+265
152
$1.77M 0.05%
7,629
-75
153
$1.76M 0.05%
19,575
-489
154
$1.62M 0.05%
20,870
-2,102
155
$1.61M 0.05%
6,314
-110
156
$1.61M 0.05%
30,143
+300
157
$1.58M 0.05%
30,978
-551
158
$1.48M 0.05%
23,074
-2,720
159
$1.44M 0.04%
36,805
+1,957
160
$1.39M 0.04%
7,080
161
$1.36M 0.04%
9,051
162
$1.29M 0.04%
18,456
-850
163
$1.27M 0.04%
15,410
164
$1.27M 0.04%
6,404
-29
165
$1.21M 0.04%
4,960
+164
166
$1.2M 0.04%
6,020
-9
167
$1.17M 0.04%
36,291
+2,589
168
$1.14M 0.04%
11,795
+226
169
$1.13M 0.03%
8,659
170
$1.12M 0.03%
4,189
-4
171
$1.1M 0.03%
8,284
-169
172
$1.1M 0.03%
12,000
173
$1.04M 0.03%
9,924
+548
174
$1.04M 0.03%
14,024
-543
175
$1.02M 0.03%
12,169
-266
5 6
7
8 9