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
$1.5B
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.25M
3
+$6.16M
4
OXY icon
Occidental Petroleum
OXY
+$5.37M
5
VZ icon
Verizon
VZ
+$5.32M

Top Sells

1
+$17.1M
2
+$16.9M
3
+$6.25M
4
GLW icon
Corning
GLW
+$5.94M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$5.8M

Sector Composition

1 Financials 15.24%
2 Healthcare 14.86%
3 Technology 12.47%
4 Industrials 8.77%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 1.27%
550,846
+25,550
27
$18.8M 1.25%
320,735
+18,064
28
$18.4M 1.23%
1,360,570
+171,874
29
$18.2M 1.21%
486,377
-20,539
30
$17.8M 1.19%
133,487
+819
31
$17.5M 1.17%
137,035
+28,333
32
$17.3M 1.16%
234,966
+15,361
33
$17.1M 1.14%
408,669
+28,213
34
$16.7M 1.12%
315,798
+17,502
35
$16.6M 1.11%
+429,291
36
$16.6M 1.1%
209,559
+11,769
37
$16.1M 1.08%
105,790
+1,591
38
$15.6M 1.04%
156,109
+9,296
39
$15.4M 1.03%
57,517
+4,093
40
$15.3M 1.02%
137,943
+43,208
41
$15.3M 1.02%
166,222
+12,756
42
$15.2M 1.02%
135,848
-694
43
$14.7M 0.98%
353,529
+97,909
44
$14.1M 0.94%
305,470
+55,323
45
$13.9M 0.93%
373,039
+88,504
46
$13.8M 0.92%
47,269
+13,236
47
$13.7M 0.91%
403,806
+24,950
48
$12.7M 0.84%
112,579
+7,441
49
$12.4M 0.83%
120,755
+409
50
$12.1M 0.81%
218,751
+1,355
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2
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