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
151
$420K 0.03%
11,160
152
$394K 0.03%
17,452
-114
153
$391K 0.03%
7,500
154
$390K 0.03%
16,000
155
$381K 0.03%
3,506
-390
156
$369K 0.03%
4,764
-1,859
157
$365K 0.03%
3,416
-224
158
$356K 0.03%
4,256
-202
159
$346K 0.03%
7,214
-17
160
$345K 0.03%
6,814
-2,235
161
$342K 0.03%
5,482
+337
162
$338K 0.03%
3,462
163
$321K 0.03%
3,259
-865
164
$317K 0.03%
4,050
165
$316K 0.03%
8,821
-309
166
$314K 0.03%
79,040
-1,200
167
$309K 0.02%
3,906
-128
168
$309K 0.02%
6,133
-40
169
$305K 0.02%
11,106
-3,534
170
$304K 0.02%
4,424
-15
171
$300K 0.02%
4,425
-224
172
$295K 0.02%
3,875
-300
173
$287K 0.02%
2,754
+237
174
$277K 0.02%
3,583
175
$275K 0.02%
12,336
-15
4 5 6
7
8