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
76
$6.81M 0.45%
73,348
+5,818
77
$6.76M 0.44%
83,840
+2,422
78
$6.7M 0.44%
209,726
+5,558
79
$6.59M 0.43%
198,658
+9,624
80
$6.59M 0.43%
90,314
+8,029
81
$6.57M 0.43%
85,258
+1,855
82
$6.17M 0.41%
109,180
+2,729
83
$5.49M 0.36%
80,956
+4,988
84
$5.34M 0.35%
99,416
+4,993
85
$5.08M 0.33%
31,303
+3,261
86
$4.83M 0.32%
20,155
+2,252
87
$4.78M 0.31%
91,871
+6,361
88
$4.69M 0.31%
45,613
-880
89
$4.67M 0.31%
110,535
+76,306
90
$4.66M 0.31%
46,432
+2,804
91
$4.16M 0.27%
36,715
+3,151
92
$4.05M 0.27%
45,085
-5,880
93
$3.43M 0.23%
18,792
-6,829
94
$3.15M 0.21%
73,700
-101,382
95
$2.79M 0.18%
28,618
+117
96
$2.73M 0.18%
45,831
-9,195
97
$2.62M 0.17%
85,824
-4,460
98
$2.38M 0.16%
35,585
-3,887
99
$2.37M 0.16%
55,966
-1,758
100
$1.97M 0.13%
30,784
-2,008
2 3
4
5 6