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
426
$86K ﹤0.01%
2,211
427
$86K ﹤0.01%
1,628
-1,930
428
$86K ﹤0.01%
565
429
$84K ﹤0.01%
764
+201
430
$83K ﹤0.01%
1,529
-28
431
$83K ﹤0.01%
+3,207
432
$83K ﹤0.01%
+1,440
433
$82K ﹤0.01%
110
434
$82K ﹤0.01%
2,100
+850
435
$82K ﹤0.01%
2,000
436
$81K ﹤0.01%
4,565
437
$81K ﹤0.01%
726
438
$81K ﹤0.01%
1,450
439
$81K ﹤0.01%
1,000
440
$80K ﹤0.01%
2,200
441
$79K ﹤0.01%
1,384
442
$79K ﹤0.01%
617
-3
443
$79K ﹤0.01%
507
-1
444
$79K ﹤0.01%
338
445
$79K ﹤0.01%
880
446
$79K ﹤0.01%
700
-100
447
$78K ﹤0.01%
272
-19
448
$78K ﹤0.01%
1,647
449
$77K ﹤0.01%
3,105
450
$77K ﹤0.01%
+1,270
16 17
18
19 20