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
176
$297K 0.02%
4,660
-4
177
– –
0
178
$288K 0.02%
+11,000
179
$282K 0.02%
5,412
-74
180
$268K 0.02%
+1,442
181
$267K 0.02%
4,000
-3,500
182
$262K 0.02%
7,421
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183
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7,290
184
$261K 0.02%
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-263
185
$254K 0.02%
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186
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5,128
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187
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188
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189
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190
$228K 0.02%
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191
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193
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194
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195
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196
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30,000
197
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+4,651
198
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+4,269
199
$205K 0.02%
8,900
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200
$203K 0.02%
2,183
-1,400
5 6 7
8
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