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
176
$284K 0.02%
5,052
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177
$279K 0.02%
6,471
178
$276K 0.02%
6,817
-464
179
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0
180
$270K 0.02%
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181
$266K 0.02%
3,699
182
$265K 0.02%
3,183
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183
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184
$264K 0.02%
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185
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186
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+4,324
187
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9,322
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188
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2,385
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189
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190
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+4,069
191
$221K 0.01%
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192
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193
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194
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195
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6,424
196
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197
$200K 0.01%
+5,600
198
$161K 0.01%
10,685
199
$147K 0.01%
6,183
200
$66K ﹤0.01%
4,950
5 6 7
8
9