WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.94M
3
+$6.37M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$6.22M
5
AWAY
HOMEAWAY INC COM
AWAY
+$5.92M

Top Sells

1
+$13.3M
2
+$9.45M
3
+$5.19M
4
WFC icon
Wells Fargo
WFC
+$4.67M
5
OMC icon
Omnicom Group
OMC
+$3.66M

Sector Composition

1 Technology 17.35%
2 Financials 14.42%
3 Industrials 11.39%
4 Healthcare 10.59%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.3M 3.07%
444,911
-2,055
2
$32.4M 2.59%
1,901,340
+1,848
3
$29.2M 2.34%
611,372
-22,832
4
$29.2M 2.34%
316,722
-26,916
5
$27.9M 2.24%
157,783
+1,390
6
$27.2M 2.18%
658,469
-112,915
7
$27.2M 2.18%
526,195
-7,393
8
$26.7M 2.14%
421,003
-57,689
9
$25.1M 2.01%
611,312
-22,638
10
$25.1M 2.01%
477,441
-53,651
11
$24.2M 1.94%
359,937
-26,308
12
$23.9M 1.91%
420,720
-2,583
13
$23.2M 1.86%
353,241
-25,719
14
$22.7M 1.82%
710,947
+54,282
15
$22.2M 1.78%
496,673
+23,606
16
$21.9M 1.75%
232,505
-2,336
17
$21.9M 1.75%
205,257
+2,236
18
$21.7M 1.74%
163,386
-3,395
19
$21.6M 1.73%
844,194
-20,140
20
$20.8M 1.67%
180,562
-4,618
21
$20.5M 1.64%
655,716
-29,268
22
$20M 1.6%
304,693
-23,492
23
$19.9M 1.6%
87,701
+3,206
24
$19.6M 1.57%
115,625
+243
25
$19.4M 1.56%
206,264
-2,117
1
2 3 4 5