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
$1.52B
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10M
3
+$6.54M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.47M
5
VZ icon
Verizon
VZ
+$5.7M

Top Sells

1
+$15.4M
2
+$12.8M
3
+$11.2M
4
F icon
Ford
F
+$5.08M
5
SE
Spectra Energy Corp Wi
SE
+$4.33M

Sector Composition

1 Financials 15.21%
2 Healthcare 14.75%
3 Technology 11.72%
4 Industrials 8.57%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 1.32%
517,856
-17,038
27
$19.6M 1.29%
148,591
-2,090
28
$19.3M 1.27%
480,885
-6,831
29
$18M 1.18%
438,163
-8,346
30
$17.8M 1.17%
158,196
+9,040
31
$17.7M 1.17%
225,605
-4,530
32
$17.4M 1.14%
567,227
+158,001
33
$17.2M 1.13%
241,520
-5,663
34
$16.9M 1.11%
45,542
-1,547
35
$16.8M 1.11%
95,940
+57,293
36
$16.4M 1.08%
127,452
-1,127
37
$15.9M 1.05%
308,039
-8,656
38
$15.7M 1.03%
139,320
+1,797
39
$15.7M 1.03%
343,631
+4,841
40
$15.2M 1%
145,677
-4,749
41
$15.2M 1%
256,292
-260,967
42
$15.2M 1%
355,895
-15,589
43
$14.7M 0.97%
103,810
-1,100
44
$14.7M 0.97%
282,527
+109,694
45
$14.4M 0.95%
51,135
+22,934
46
$13.2M 0.87%
57,451
-1,847
47
$12.9M 0.85%
178,821
+4,661
48
$12.8M 0.84%
117,813
-330
49
$12.7M 0.84%
107,911
-1,659
50
$12.7M 0.84%
221,089
+2,069
1
2
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