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
$1.25B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.94M
3
+$6.37M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$6.22M
5
AWAY
HOMEAWAY INC COM
AWAY
+$5.92M

Top Sells

1
+$13.3M
2
+$9.45M
3
+$5.19M
4
WFC icon
Wells Fargo
WFC
+$4.67M
5
OMC icon
Omnicom Group
OMC
+$3.66M

Sector Composition

1 Technology 17.35%
2 Financials 14.42%
3 Industrials 11.39%
4 Healthcare 10.59%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.7M 1.5%
216,382
-35,829
27
$18.1M 1.45%
147,037
+18,134
28
$17.7M 1.42%
373,324
-568
29
$16.8M 1.34%
812,235
+132,136
30
$16.3M 1.31%
231,281
+1,404
31
$16.1M 1.29%
424,420
+75,101
32
$15.9M 1.27%
505,283
+8,056
33
$14.4M 1.16%
206,508
+143,853
34
$14.1M 1.13%
540,263
-5,108
35
$14M 1.12%
238,472
+3,550
36
$13.4M 1.08%
110,486
+79
37
$13.3M 1.06%
381,832
+35,168
38
$13.1M 1.05%
270,274
+183,802
39
$13M 1.04%
204,208
+9,712
40
$12.9M 1.04%
114,813
-8,481
41
$12.1M 0.97%
112,457
-88,201
42
$11.9M 0.95%
104,000
+3,013
43
$11.5M 0.93%
152,262
+2,818
44
$10.8M 0.86%
135,422
+1,623
45
$10.6M 0.85%
139,859
+1,723
46
$10.4M 0.83%
406,344
+17,471
47
$10.3M 0.82%
118,312
+1,850
48
$9.86M 0.79%
89,543
+56,522
49
$9.18M 0.74%
95,389
+1,572
50
$9.17M 0.73%
102,723
+1,377
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