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
51
$9.55M 0.73%
134,565
-2,637
52
$9.52M 0.73%
89,461
-22,996
53
$9.07M 0.69%
93,453
-1,936
54
$8.78M 0.67%
27,749
-151
55
$8.63M 0.66%
230,634
-459
56
$7.76M 0.59%
110,642
-109
57
$7.6M 0.58%
72,367
-679
58
$7.5M 0.57%
77,632
-25,091
59
$7.28M 0.55%
325,210
-4,404
60
$7.25M 0.55%
255,427
+2,443
61
$6.95M 0.53%
107,719
-19,522
62
$6.88M 0.52%
130,356
-699
63
$6.87M 0.52%
145,862
-696
64
$6.6M 0.5%
123,569
+1,532
65
$6.47M 0.49%
103,795
-2,886
66
$6.35M 0.48%
178,286
+3,143
67
$5.97M 0.45%
57,586
+540
68
$5.82M 0.44%
75,954
+6,345
69
$5.79M 0.44%
63,708
+1,493
70
$5.69M 0.43%
73,332
+1,107
71
$5.63M 0.43%
104,808
+3,388
72
$5.61M 0.43%
363,271
+18,753
73
$5.5M 0.42%
245,059
+7,773
74
$5.3M 0.4%
114,421
-2,349
75
$5.24M 0.4%
92,373
+3,692
1 2
3
4 5