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
101
$1.63M 0.13%
35,151
+2,788
102
$1.55M 0.12%
13,889
+32
103
$1.5M 0.12%
49,680
104
$1.45M 0.12%
104,656
-1,959
105
$1.38M 0.11%
15,882
-195
106
$1.33M 0.11%
21,296
-12,908
107
$1.32M 0.11%
19,023
-525
108
$1.29M 0.1%
15,842
+89
109
$1.22M 0.1%
53,390
-21,080
110
$1.15M 0.09%
20,873
-1,704
111
$1.13M 0.09%
8,775
+90
112
$1.11M 0.09%
9,650
+106
113
$1.05M 0.08%
15,955
-500
114
$958K 0.08%
33,960
-22
115
$949K 0.08%
20,361
-3,217
116
$935K 0.07%
7,956
-691
117
$930K 0.07%
12,069
-10
118
$927K 0.07%
12,881
-184,717
119
$911K 0.07%
27,489
-1,469
120
$860K 0.07%
39,427
+4,978
121
$852K 0.07%
5
122
$827K 0.07%
20,284
-1,695
123
$807K 0.06%
8,931
-776
124
$757K 0.06%
8,264
-623
125
$744K 0.06%
11,329
+2,536
3 4
5
6 7