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
101
$1.93M 0.13%
13,351
-676
102
$1.78M 0.12%
30,724
-2,903
103
$1.65M 0.11%
43,660
-4,706
104
$1.62M 0.11%
14,079
-58
105
$1.48M 0.1%
18,698
-141,130
106
$1.47M 0.1%
39,384
+100
107
$1.32M 0.09%
10,302
+206
108
$1.29M 0.08%
34,204
-9,442
109
$1.18M 0.08%
12,121
-229
110
$1.18M 0.08%
9,368
-958
111
$1.18M 0.08%
15,410
112
$1.05M 0.07%
19,452
-1,195
113
$1M 0.07%
13,531
+118
114
$1M 0.07%
6,573
-24
115
$865K 0.06%
4
116
$846K 0.06%
6,700
+30
117
$844K 0.06%
9,895
-728
118
$799K 0.05%
9,971
-5,399
119
$775K 0.05%
19,743
-2,730
120
$749K 0.05%
3,443
-2
121
$730K 0.05%
5,810
+255
122
$712K 0.05%
13,049
+127
123
$708K 0.05%
6,038
+2,419
124
$707K 0.05%
18,180
-1,980
125
$694K 0.05%
10,114
-282
3 4
5
6 7