WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$4.59M
2
+$4.22M
3
+$4.01M
4
AIG icon
American International
AIG
+$3.74M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$2.7M

Top Sells

1
+$18.1M
2
+$5.75M
3
+$3.58M
4
JPM icon
JPMorgan Chase
JPM
+$3.02M
5
XOM icon
Exxon Mobil
XOM
+$2.9M

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
201
$199K 0.02%
15,685
+1,965
202
$191K 0.01%
10,000
-1,000
203
$176K 0.01%
10,000
204
$100K 0.01%
20,000
205
$51K ﹤0.01%
2,600
206
– –
-2,465
207
– –
-147,037
208
– –
-4,527
5 6 7 8
9