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
$1.31B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.37M
3
+$4.16M
4
AIG icon
American International
AIG
+$3.83M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$2.74M

Top Sells

1
+$18.1M
2
+$6.1M
3
+$3.89M
4
JPM icon
JPMorgan Chase
JPM
+$3.22M
5
XOM icon
Exxon Mobil
XOM
+$3.17M

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
1
$41.9M 3.19%
413,595
-31,316
2
$33.7M 2.57%
302,990
-13,732
3
$32.7M 2.49%
587,064
-24,308
4
$32M 2.44%
1,597,064
-304,276
5
$30.6M 2.33%
411,031
-9,972
6
$29.3M 2.23%
645,931
-12,538
7
$29.2M 2.22%
407,518
-13,202
8
$28.6M 2.18%
565,942
-45,370
9
$28M 2.14%
156,331
-1,452
10
$27.6M 2.1%
471,111
-55,084
11
$25.3M 1.93%
454,338
-23,103
12
$25M 1.91%
336,874
-23,063
13
$24.2M 1.85%
234,997
+2,492
14
$23.8M 1.82%
484,353
-12,320
15
$23.4M 1.78%
319,129
-34,112
16
$23M 1.75%
85,362
-2,339
17
$22.8M 1.73%
197,373
-7,884
18
$22.8M 1.73%
691,694
-19,253
19
$22M 1.68%
158,712
-4,674
20
$21.7M 1.65%
113,584
-2,041
21
$20.4M 1.55%
175,362
-5,200
22
$20.1M 1.53%
295,243
-9,450
23
$19.3M 1.47%
768,012
-76,182
24
$19.1M 1.46%
855,478
+43,243
25
$19.1M 1.45%
198,703
-7,561
1
2 3 4 5