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
51
$12M 0.8%
110,919
+3,967
52
$11.5M 0.76%
387,398
-321
53
$10.7M 0.71%
155,088
+50,161
54
$9.65M 0.64%
84,205
-1,775
55
$9.53M 0.64%
338,790
+11,015
56
$9.45M 0.63%
105,383
-421
57
$9.1M 0.61%
62,820
+547
58
$9.07M 0.61%
167,726
+98,319
59
$9M 0.6%
26,439
+413
60
$8.89M 0.59%
77,021
+1,642
61
$8.88M 0.59%
63,756
-631
62
$8.56M 0.57%
102,195
-1,295
63
$8.13M 0.54%
77,117
+522
64
$7.75M 0.52%
536,997
+21,738
65
$7.67M 0.51%
134,273
+4,607
66
$7.64M 0.51%
50,983
+1,628
67
$7.44M 0.5%
308,888
+2,044
68
$7.39M 0.49%
71,983
+2,435
69
$7.19M 0.48%
85,014
+2,372
70
$6.98M 0.47%
93,024
+2,958
71
$6.81M 0.45%
80,862
+3,550
72
$6.6M 0.44%
84,007
+2,057
73
$6.48M 0.43%
65,229
+4,465
74
$6.25M 0.42%
+201,770
75
$6.19M 0.41%
82,384
+2,168
1 2
3
4 5