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
151
$421K 0.03%
4,565
+7
152
$419K 0.03%
6,812
+384
153
$415K 0.03%
1,506
154
$407K 0.03%
5,925
+179
155
$404K 0.03%
4,050
156
$403K 0.03%
3,025
+54
157
$391K 0.03%
7,624
+318
158
$383K 0.03%
5,393
159
$377K 0.03%
4,973
-57
160
$370K 0.02%
3,320
-25
161
$349K 0.02%
3,068
162
$342K 0.02%
8,331
-40
163
$337K 0.02%
4,122
+82
164
$333K 0.02%
7,968
-1,080
165
$324K 0.02%
4,784
-25
166
$323K 0.02%
1,556
-54
167
$322K 0.02%
7,265
168
– –
0
169
$314K 0.02%
6,151
+387
170
$314K 0.02%
6,200
-200
171
$303K 0.02%
3,492
172
$300K 0.02%
6,962
-133,712
173
$299K 0.02%
2,918
-75
174
$293K 0.02%
5,458
-100,360
175
$285K 0.02%
33,189
-3,861
5 6
7
8 9