WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+5.4%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.25B
AUM Growth
+$63.1M
(+5.3%)
Cap. Flow
+$5.25M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
23.1%
Holding
200
New
8
Increased
73
Reduced
93
Closed
3
Top Buys
| 1 |
Estee Lauder
EL
|
$10.1M |
| 2 |
American International
AIG
|
$8.94M |
| 3 |
OPEN
OPENTABLE,INC COMMON STOCK
OPEN
|
$6.37M |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$6.22M |
| 5 |
AWAY
HOMEAWAY INC COM
AWAY
|
$5.93M |
Top Sells
| 1 |
FDO
FAMILY DOLLAR STORES
FDO
|
$13.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.45M |
| 3 |
Paychex
PAYX
|
$5.19M |
| 4 |
Wells Fargo
WFC
|
$4.67M |
| 5 |
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% |
