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
151
$422K 0.03%
6,106
-1,903
152
$412K 0.03%
11,160
153
$402K 0.03%
5,070
+10
154
$400K 0.03%
16,000
155
$364K 0.03%
7,133
+1,000
156
$362K 0.03%
3,365
-97
157
$362K 0.03%
79,040
158
$351K 0.03%
2,968
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159
$349K 0.03%
5,393
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160
$348K 0.03%
4,050
161
$348K 0.03%
5,046
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162
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3,880
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163
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12,301
-35
164
$333K 0.03%
2,853
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165
$332K 0.03%
3,498
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166
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4,425
167
$323K 0.02%
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168
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169
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170
$315K 0.02%
4,405
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171
$314K 0.02%
5,861
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172
$309K 0.02%
29,000
-1,350
173
$305K 0.02%
11,106
174
$301K 0.02%
3,575
-300
175
$299K 0.02%
7,456
-1,365
5 6
7
8 9