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
201
$569K 0.02%
1,599
+344
202
$559K 0.02%
14,000
203
$544K 0.02%
6,989
+600
204
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205
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206
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19,576
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207
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8,065
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208
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4,391
209
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100
210
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211
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7,815
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212
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213
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20,392
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214
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7,225
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215
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1,313
-1
216
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1,702
217
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218
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7,299
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219
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10,977
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220
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2,712
221
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6,501
222
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3,452
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223
$388K 0.01%
7,890
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224
$385K 0.01%
6,033
225
$381K 0.01%
7,186
-2,702
7 8
9
10 11