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
76
$6.16M 0.41%
+18,612
77
$5.94M 0.4%
440,003
+16,338
78
$5.72M 0.38%
187,336
+1,978
79
$5.63M 0.38%
38,000
+2,330
80
$5.6M 0.37%
21,293
+1,454
81
$5.4M 0.36%
106,098
+2,052
82
$5.37M 0.36%
+78,406
83
$5.23M 0.35%
150,284
+7,897
84
$5.23M 0.35%
170,956
+2,069
85
$5.08M 0.34%
+80,161
86
$4.97M 0.33%
127,000
+2,082
87
$4.87M 0.33%
27,031
+1,003
88
$4.55M 0.3%
47,647
-2,033
89
$4.34M 0.29%
91,735
+3,382
90
$4.34M 0.29%
73,155
+3,185
91
$4.1M 0.27%
+41,279
92
$4.07M 0.27%
49,441
+901
93
$3.81M 0.25%
80,670
+4,396
94
$3.67M 0.25%
16,588
+2,644
95
$3.15M 0.21%
67,896
+382
96
$3.14M 0.21%
30,697
+2,610
97
$3.05M 0.2%
60,407
-1,793
98
$3.01M 0.2%
101,836
+1,364
99
$2.97M 0.2%
36,197
+1,513
100
$2.59M 0.17%
40,854
-1,163
2 3
4
5 6