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
$1.52B
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
1
$45M 2.96%
362,353
+3,337
2
$43.9M 2.89%
1,007,628
+35,836
3
$39.8M 2.62%
480,790
-25,312
4
$37.1M 2.44%
1,313,736
-25,620
5
$35.5M 2.33%
222,974
-11,920
6
$35.2M 2.32%
841,040
-33,220
7
$33.3M 2.19%
381,857
-11,348
8
$32.8M 2.16%
492,720
-16,619
9
$32.5M 2.14%
381,897
-11,073
10
$31.5M 2.07%
261,571
+2,506
11
$30.2M 1.99%
339,087
-17,018
12
$29.8M 1.96%
137,621
+7,147
13
$27.2M 1.79%
614,170
-16,886
14
$25.7M 1.69%
639,120
-16,420
15
$25.5M 1.68%
180,926
-8,201
16
$24.8M 1.63%
284,646
-11,789
17
$24M 1.58%
187,437
-3,770
18
$23.9M 1.57%
501,060
-18,466
19
$22.4M 1.47%
361,956
-12,999
20
$21.7M 1.43%
365,520
-11,159
21
$21M 1.38%
198,951
-5,002
22
$20.9M 1.38%
236,039
-7,406
23
$20.8M 1.37%
299,375
-11,143
24
$20.7M 1.36%
1,324,499
-24,366
25
$20.3M 1.33%
681,997
-20,582
1
2 3 4 5