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
576
$38K ﹤0.01%
1,600
577
$38K ﹤0.01%
1,027
578
$37K ﹤0.01%
900
579
$37K ﹤0.01%
389
580
$37K ﹤0.01%
872
581
$36K ﹤0.01%
600
-185
582
$36K ﹤0.01%
1,175
583
$36K ﹤0.01%
2,426
584
$36K ﹤0.01%
103
-11
585
$35K ﹤0.01%
1,262
-350
586
$35K ﹤0.01%
430
587
$35K ﹤0.01%
524
588
$35K ﹤0.01%
249
589
$35K ﹤0.01%
360
590
$34K ﹤0.01%
836
+26
591
$34K ﹤0.01%
256
592
$34K ﹤0.01%
1,080
593
$34K ﹤0.01%
425
-25
594
$34K ﹤0.01%
245
595
$34K ﹤0.01%
333
596
$34K ﹤0.01%
165
597
$33K ﹤0.01%
278
598
$33K ﹤0.01%
5,000
599
$33K ﹤0.01%
3,000
600
$33K ﹤0.01%
107
-3
22 23
24
25 26