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
126
$671K 0.04%
10,515
-4,191
127
$657K 0.04%
10,696
+515
128
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129
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28,026
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130
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22,387
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131
$595K 0.04%
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132
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133
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3,308
134
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135
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136
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137
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138
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139
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21,759
140
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141
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142
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143
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5,252
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145
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146
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147
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148
$434K 0.03%
85,240
149
$427K 0.03%
7,260
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150
$424K 0.03%
2,051
+198
4 5
6
7 8