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
351
$153K ﹤0.01%
425
352
$153K ﹤0.01%
3,330
353
$152K ﹤0.01%
9,249
-18,474
354
$152K ﹤0.01%
2,788
+86
355
$151K ﹤0.01%
11,300
356
$149K ﹤0.01%
1,087
+37
357
$143K ﹤0.01%
5,676
358
$143K ﹤0.01%
994
+100
359
$142K ﹤0.01%
1,735
360
$142K ﹤0.01%
2,250
361
$141K ﹤0.01%
6,882
362
$138K ﹤0.01%
2,320
-200
363
$138K ﹤0.01%
1,826
364
$134K ﹤0.01%
1,467
365
$134K ﹤0.01%
7,440
-1,265
366
$133K ﹤0.01%
5,315
367
$131K ﹤0.01%
4,385
368
$131K ﹤0.01%
1,590
369
$129K ﹤0.01%
1,434
+180
370
$126K ﹤0.01%
577
+57
371
$126K ﹤0.01%
988
+60
372
$125K ﹤0.01%
1,120
-196
373
$124K ﹤0.01%
1,549
374
$123K ﹤0.01%
2,408
375
$123K ﹤0.01%
1,670
13 14
15
16 17