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
101
$1.77M 0.14%
33,388
-1,763
102
$1.74M 0.13%
49,794
+114
103
$1.5M 0.11%
13,174
-715
104
$1.46M 0.11%
93,566
-11,090
105
$1.44M 0.11%
16,517
+635
106
$1.36M 0.1%
19,297
+274
107
$1.22M 0.09%
10,284
+634
108
$1.14M 0.09%
14,545
-1,410
109
$1.12M 0.09%
20,233
-640
110
$1.11M 0.08%
8,142
+186
111
$1.1M 0.08%
12,090
-3,752
112
$1.07M 0.08%
16,501
-4,795
113
$1.07M 0.08%
12,501
+432
114
$1.06M 0.08%
9,163
+388
115
$1.04M 0.08%
37,380
-2,047
116
$1.03M 0.08%
32,462
-1,498
117
$1M 0.08%
19,297
-1,064
118
$955K 0.07%
9,537
+606
119
$949K 0.07%
24,793
-2,696
120
$890K 0.07%
5
121
$811K 0.06%
19,389
-895
122
$792K 0.06%
15,410
123
$787K 0.06%
3,750
124
$773K 0.06%
11,854
-242
125
$768K 0.06%
10,769
-560
3 4
5
6 7