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
$3.55B
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.84M
3
+$4.08M
4
SPHR icon
Sphere Entertainment
SPHR
+$4.03M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.65M

Top Sells

1
+$16.9M
2
+$3.3M
3
+$2.1M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.58M

Sector Composition

1 Technology 18.8%
2 Financials 14.09%
3 Healthcare 12.16%
4 Consumer Discretionary 9.67%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$183K 0.01%
8,505
327
$183K 0.01%
615
328
$183K 0.01%
1,175
329
$178K 0.01%
2,160
330
$178K 0.01%
1,884
331
$177K 0.01%
1,587
+7
332
$175K ﹤0.01%
4,446
333
$173K ﹤0.01%
3,000
334
$172K ﹤0.01%
3,242
335
$171K ﹤0.01%
3,538
+4
336
$171K ﹤0.01%
3,753
337
$170K ﹤0.01%
2,540
+200
338
$169K ﹤0.01%
2,530
339
$167K ﹤0.01%
3,148
+370
340
$166K ﹤0.01%
5,725
341
$164K ﹤0.01%
1,509
-75
342
$163K ﹤0.01%
1,020
343
$161K ﹤0.01%
683
344
$160K ﹤0.01%
3,807
-350
345
$160K ﹤0.01%
572
346
$159K ﹤0.01%
1,780
347
$156K ﹤0.01%
2,520
+85
348
$156K ﹤0.01%
+4,823
349
$153K ﹤0.01%
1,879
-566
350
$153K ﹤0.01%
2,543
12 13
14
15 16