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
151
$422K 0.03%
4,050
152
$414K 0.03%
5,393
153
$408K 0.03%
+8,340
154
$390K 0.03%
2,808
155
$384K 0.03%
4,548
156
$379K 0.02%
7,614
-10
157
$376K 0.02%
7,319
158
$375K 0.02%
3,068
159
$364K 0.02%
5,583
-1,677
160
– –
0
161
$347K 0.02%
7,265
162
$335K 0.02%
1,500
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163
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32,130
-3,834
164
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2,718
165
$324K 0.02%
3,131
-135
166
$322K 0.02%
1,556
167
$320K 0.02%
3,300
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168
$317K 0.02%
4,384
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169
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170
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171
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3,774
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172
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2,384
-412
173
$298K 0.02%
9,630
-2,725
174
$297K 0.02%
7,218
-75
175
– –
0
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7
8 9