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
$1.31B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.37M
3
+$4.16M
4
AIG icon
American International
AIG
+$3.83M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$2.74M

Top Sells

1
+$18.1M
2
+$6.1M
3
+$3.89M
4
JPM icon
JPMorgan Chase
JPM
+$3.22M
5
XOM icon
Exxon Mobil
XOM
+$3.17M

Sector Composition

1 Technology 16.91%
2 Financials 14.91%
3 Industrials 11.21%
4 Healthcare 9.86%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 1.45%
417,983
-6,437
27
$18.7M 1.42%
634,729
-20,987
28
$18.6M 1.42%
501,013
-4,270
29
$18.5M 1.41%
492,700
+110,868
30
$17.6M 1.34%
345,303
+75,029
31
$17.2M 1.31%
197,049
-19,333
32
$16.7M 1.27%
233,408
+2,127
33
$15.7M 1.2%
208,907
+2,399
34
$15.4M 1.17%
229,475
+25,267
35
$14.2M 1.08%
349,948
-23,376
36
$14.2M 1.08%
346,627
+134,713
37
$14M 1.07%
104,362
+362
38
$13.9M 1.06%
231,021
-7,451
39
$13.2M 1.01%
105,979
-4,507
40
$12.2M 0.93%
147,660
-4,602
41
$12.1M 0.92%
408,952
-131,311
42
$11.6M 0.88%
146,129
+55,046
43
$11.4M 0.87%
139,513
-346
44
$11.3M 0.86%
61,211
+13,198
45
$11M 0.84%
99,910
-14,903
46
$11M 0.84%
132,262
-3,160
47
$10.7M 0.82%
97,883
+8,340
48
$10.5M 0.8%
114,879
-3,433
49
$10.5M 0.8%
395,983
-10,361
50
$10M 0.76%
162,650
-41
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2
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