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
76
$5.15M 0.41%
128,217
-4,127
77
$4.79M 0.38%
173,373
+12,527
78
$4.79M 0.38%
69,609
+8,983
79
$4.71M 0.38%
101,420
+12,733
80
$4.59M 0.37%
88,681
+13,182
81
$4.52M 0.36%
45,276
-7,913
82
$4.49M 0.36%
125,761
+16,708
83
$4.24M 0.34%
+64,006
84
$3.66M 0.29%
53,966
-939
85
$3.62M 0.29%
146,898
-2,130
86
$3.5M 0.28%
15,457
-404
87
$3.43M 0.27%
125,859
-666
88
$3.38M 0.27%
72,391
-52
89
$3.36M 0.27%
69,133
+2,436
90
$2.99M 0.24%
65,901
-665
91
$2.92M 0.23%
33,112
-359
92
$2.87M 0.23%
+196,622
93
$2.75M 0.22%
136,992
-13,888
94
$2.63M 0.21%
23,210
-558
95
$2.5M 0.2%
61,475
-127,646
96
$2.31M 0.18%
60,905
+354
97
$2.03M 0.16%
61,115
-70,387
98
$1.99M 0.16%
25,588
-82
99
$1.95M 0.16%
30,286
+933
100
$1.94M 0.16%
84,677
-2,736
2 3
4
5 6