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
551
$44K ﹤0.01%
2,400
552
$43K ﹤0.01%
2,000
-34
553
$43K ﹤0.01%
480
+197
554
$43K ﹤0.01%
176
+100
555
$42K ﹤0.01%
1,934
556
$42K ﹤0.01%
3,143
557
$42K ﹤0.01%
425
558
$42K ﹤0.01%
200
559
$42K ﹤0.01%
643
560
$42K ﹤0.01%
600
561
$41K ﹤0.01%
500
562
$41K ﹤0.01%
772
563
$41K ﹤0.01%
207
-1,183
564
$41K ﹤0.01%
385
565
$40K ﹤0.01%
53
566
$40K ﹤0.01%
647
+349
567
$39K ﹤0.01%
479
568
$39K ﹤0.01%
1,195
569
$39K ﹤0.01%
5,541
570
$39K ﹤0.01%
249
571
$39K ﹤0.01%
1,048
572
$38K ﹤0.01%
58
573
$38K ﹤0.01%
900
574
$38K ﹤0.01%
500
-12
575
$38K ﹤0.01%
480
21 22
23
24 25