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
76
$5.23M 0.4%
82,662
+1,479
77
$5.15M 0.39%
468
+20
78
$5.1M 0.39%
123,944
-4,273
79
$4.98M 0.38%
178,184
+4,811
80
$4.97M 0.38%
131,713
+5,952
81
$4.67M 0.36%
39,866
-5,410
82
$4.63M 0.35%
67,657
+3,651
83
$4.39M 0.33%
246,235
+49,613
84
$3.75M 0.29%
143,118
-3,780
85
$3.72M 0.28%
128,042
+2,183
86
$3.52M 0.27%
49,216
-4,750
87
$3.19M 0.24%
66,717
+816
88
$3.17M 0.24%
64,593
-7,798
89
$3.09M 0.24%
12,664
-2,793
90
$3.03M 0.23%
60,865
-8,268
91
$2.74M 0.21%
+58,963
92
$2.7M 0.21%
22,749
-461
93
$2.65M 0.2%
29,396
-3,716
94
$2.56M 0.2%
56,280
-5,195
95
$2.48M 0.19%
59,934
-971
96
$2.42M 0.18%
113,056
-23,936
97
$2.25M 0.17%
29,436
-850
98
$2.22M 0.17%
26,432
+844
99
$2.11M 0.16%
81,179
-3,498
100
$1.87M 0.14%
48,784
-12,331
2 3
4
5 6