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
176
$288K 0.02%
4,085
-1,815
177
$285K 0.02%
2,339
-50
178
$276K 0.02%
6,280
-15
179
$274K 0.02%
2,954
-1,653
180
$274K 0.02%
6,176
-1,058
181
$273K 0.02%
4,904
-652
182
$269K 0.02%
8,377
-545
183
$261K 0.02%
4,056
-200
184
$249K 0.02%
2,375
185
$243K 0.02%
4,444
+375
186
$240K 0.02%
3,756
187
$238K 0.02%
2,962
+343
188
$237K 0.02%
2,565
+189
189
$236K 0.02%
7,642
-2,761
190
$235K 0.02%
17,250
191
$226K 0.01%
4,181
-1,086
192
$225K 0.01%
3,093
193
$214K 0.01%
4,358
+285
194
$209K 0.01%
6,424
195
$209K 0.01%
+3,300
196
$206K 0.01%
+14,000
197
$205K 0.01%
+3,653
198
$203K 0.01%
8,323
-4,166
199
$203K 0.01%
+1,558
200
$201K 0.01%
+2,994
5 6 7
8
9