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
201
$163K 0.01%
10,685
202
$154K 0.01%
6,070
-113
203
$154K 0.01%
41,062
204
$62K ﹤0.01%
4,950
205
$51K ﹤0.01%
+1,235
206
$30K ﹤0.01%
563
207
$24K ﹤0.01%
744
-397,691
208
$18K ﹤0.01%
13,941
209
$8K ﹤0.01%
+64
210
$4K ﹤0.01%
15
-370
211
$2K ﹤0.01%
70
212
– –
-7,586
213
– –
-4,700
214
– –
-4,970
215
– –
-9,462
216
– –
-3,505
217
– –
-2,009
5 6 7 8
9