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
51
$9.05M 0.73%
162,691
+2,062
52
$8.72M 0.7%
137,202
+3,328
53
$8.42M 0.67%
127,241
-3,841
54
$8.07M 0.65%
48,013
-1,599
55
$7.69M 0.62%
231,093
+7,292
56
$7.55M 0.61%
27,900
+1,106
57
$7.17M 0.57%
110,751
+2,505
58
$6.67M 0.53%
73,046
+3,226
59
$6.64M 0.53%
329,614
+13,900
60
$6.59M 0.53%
146,558
+6,776
61
$6.52M 0.52%
252,984
+9,606
62
$6.37M 0.51%
+91,083
63
$6.13M 0.49%
106,681
-4,220
64
$6M 0.48%
175,143
+7,857
65
$5.99M 0.48%
57,046
+1,744
66
$5.98M 0.48%
122,037
+3,822
67
$5.92M 0.47%
+211,914
68
$5.86M 0.47%
131,055
+8,522
69
$5.81M 0.47%
344,518
+53,907
70
$5.56M 0.45%
237,286
+16,522
71
$5.41M 0.43%
448
+58
72
$5.23M 0.42%
72,225
+7,801
73
$5.21M 0.42%
116,770
+1,018
74
$5.19M 0.42%
81,183
+5,080
75
$5.19M 0.42%
62,215
+7,978
1 2
3
4 5