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
376
$122K ﹤0.01%
1,745
377
$121K ﹤0.01%
429
+2
378
$119K ﹤0.01%
2,180
-200
379
$119K ﹤0.01%
8,936
380
$118K ﹤0.01%
8,655
-384
381
$117K ﹤0.01%
534
382
$116K ﹤0.01%
840
+140
383
$116K ﹤0.01%
4,476
-304
384
$116K ﹤0.01%
1,300
-200
385
$115K ﹤0.01%
520
-85
386
$113K ﹤0.01%
1,579
-3
387
$111K ﹤0.01%
11,599
-1,000
388
$111K ﹤0.01%
1,100
389
$109K ﹤0.01%
981
390
$109K ﹤0.01%
5,290
391
$109K ﹤0.01%
3,300
392
$109K ﹤0.01%
2,312
-1,690
393
$108K ﹤0.01%
1,072
-4
394
$107K ﹤0.01%
1,200
395
$107K ﹤0.01%
453
-263
396
$105K ﹤0.01%
1,021
+4
397
$103K ﹤0.01%
1,211
398
$103K ﹤0.01%
1,980
399
$102K ﹤0.01%
1,232
400
$102K ﹤0.01%
3,087
+87
14 15
16
17 18