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
26
$36.8M 1.04%
335,872
+13,732
27
$36.8M 1.04%
333,284
+887
28
$36.3M 1.02%
137,569
-1,639
29
$36M 1.01%
678,640
-2,873
30
$34.7M 0.98%
131,163
-1,018
31
$33.5M 0.94%
122,683
-1,157
32
$32.9M 0.93%
123,884
-30
33
$31.3M 0.88%
13,188
+717
34
$30.3M 0.86%
90,567
+654
35
$30.3M 0.85%
1,461,090
+9,170
36
$29.9M 0.84%
93,428
-714
37
$29.4M 0.83%
182,059
-156
38
$29.3M 0.83%
56,899
-1,065
39
$29.2M 0.82%
354,150
+49,468
40
$27.2M 0.77%
561,540
+2,970
41
$26.2M 0.74%
333,253
+7,297
42
$24.3M 0.69%
61,707
-8,357
43
$23.8M 0.67%
28,326
-235
44
$23.4M 0.66%
128,424
+3,648
45
$22.7M 0.64%
507,319
+19,499
46
$21.5M 0.61%
348,693
+1,628
47
$20.8M 0.59%
34,335
+772
48
$20.8M 0.59%
142,880
+1,179
49
$20.5M 0.58%
178,457
+2,938
50
$20.4M 0.58%
102,160
-17
1
2
3 4 5