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
51
$12.4M 0.82%
+98,552
52
$12M 0.79%
129,649
-8,106
53
$11.9M 0.78%
105,688
-3,755
54
$10.8M 0.71%
335,345
+3,425
55
$9.91M 0.65%
81,088
+4,560
56
$9.72M 0.64%
83,457
-797
57
$9.64M 0.63%
65,453
+1,108
58
$9.61M 0.63%
26,514
+151
59
$9.54M 0.63%
109,926
+9,334
60
$9.49M 0.62%
305,298
-5,504
61
$8.96M 0.59%
101,645
-3,060
62
$8.82M 0.58%
540,057
+2,598
63
$8.7M 0.57%
52,132
+139
64
$8.62M 0.57%
136,621
+1,543
65
$8.58M 0.56%
78,489
+952
66
$8.51M 0.56%
56,032
-5,415
67
$8.18M 0.54%
94,703
+1,938
68
$7.71M 0.51%
73,745
+1,442
69
$7.71M 0.51%
85,539
-296
70
$7.55M 0.5%
153,590
+2,554
71
$7.54M 0.5%
84,242
-898
72
$7.2M 0.47%
226,795
+206,131
73
$7.04M 0.46%
19,550
+484
74
$6.97M 0.46%
108,133
+22,084
75
$6.86M 0.45%
92,413
+2,883
1 2
3
4 5