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
101
$2.4M 0.16%
19,006
-133,659
102
$2.29M 0.15%
36,409
-3,542
103
$2.27M 0.15%
28,526
-76
104
$1.94M 0.13%
13,641
+645
105
$1.86M 0.12%
34,499
+519
106
$1.8M 0.12%
14,348
+607
107
$1.56M 0.1%
39,904
+602
108
$1.55M 0.1%
47,904
-1,016
109
$1.48M 0.1%
42,756
-28,979
110
$1.46M 0.1%
34,990
-512
111
$1.29M 0.09%
20,147
-1,029
112
$1.21M 0.08%
12,375
-520
113
$1.1M 0.07%
11,085
-145
114
$1.06M 0.07%
6,736
+81
115
$1.02M 0.07%
8,476
+195
116
$998K 0.07%
14,130
-225
117
$995K 0.07%
24,312
+601
118
$986K 0.07%
15,410
119
$894K 0.06%
6,647
-349
120
$891K 0.06%
10,831
+88
121
$854K 0.06%
4
122
$822K 0.05%
10,678
+85
123
$740K 0.05%
13,612
-3,096
124
$683K 0.05%
18,360
-220
125
$675K 0.05%
5,739
+222
3 4
5
6 7