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
401
$102K ﹤0.01%
1,620
-60
402
$102K ﹤0.01%
484
+91
403
$102K ﹤0.01%
945
404
$101K ﹤0.01%
352
405
$100K ﹤0.01%
1,000
406
$100K ﹤0.01%
960
407
$100K ﹤0.01%
1,898
408
$98K ﹤0.01%
3,000
409
$95K ﹤0.01%
1,263
-20
410
$94K ﹤0.01%
2,872
+2,569
411
$93K ﹤0.01%
174
-30
412
$93K ﹤0.01%
2,374
-420
413
$92K ﹤0.01%
800
-166
414
$91K ﹤0.01%
1,553
-22
415
$91K ﹤0.01%
50
416
$91K ﹤0.01%
2,662
+121
417
$91K ﹤0.01%
1,011
418
$90K ﹤0.01%
2,544
419
$90K ﹤0.01%
650
420
$89K ﹤0.01%
2,060
+60
421
$88K ﹤0.01%
2,700
422
$88K ﹤0.01%
3,629
-600
423
$87K ﹤0.01%
2,050
424
$87K ﹤0.01%
2,510
+66
425
$87K ﹤0.01%
950
15 16
17
18 19