WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
1
$144M 4.43%
1,180,700
-34,814
2
$110M 3.38%
711,120
-3,380
3
$97.3M 2.99%
400,752
-20,919
4
$94.1M 2.89%
444,588
-4,637
5
$78.6M 2.41%
355,935
+9,854
6
$73.3M 2.25%
991,253
+64,902
7
$69.1M 2.12%
669,880
-9,920
8
$67.3M 2.06%
285,295
-2,909
9
$62.1M 1.91%
408,053
-3,007
10
$60M 1.84%
131,375
-4,546
11
$56.2M 1.73%
141,827
-696
12
$56.2M 1.72%
190,787
-775
13
$51.4M 1.58%
266,140
-473
14
$50.7M 1.56%
226,485
-2,402
15
$48.3M 1.48%
261,511
-1,880
16
$43.5M 1.34%
183,582
-269
17
$42.4M 1.3%
145,930
-6,551
18
$41.2M 1.26%
134,826
-544
19
$39.9M 1.22%
1,030,261
+26,595
20
$38.5M 1.18%
372,700
+460
21
$38.3M 1.17%
80,357
+5,913
22
$37.9M 1.16%
268,089
+9,983
23
$36.6M 1.12%
265,585
-3,784
24
$36.5M 1.12%
679,656
-4,752
25
$36.3M 1.11%
332,320
+2,830
1
2 3 4 5