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
676
$21K ﹤0.01%
+1,200
677
$21K ﹤0.01%
395
678
$21K ﹤0.01%
1,460
+100
679
$21K ﹤0.01%
423
680
$21K ﹤0.01%
87
-6
681
$21K ﹤0.01%
1,836
682
$21K ﹤0.01%
1,250
683
$21K ﹤0.01%
1,436
684
$21K ﹤0.01%
230
+30
685
$21K ﹤0.01%
580
686
$20K ﹤0.01%
380
687
$20K ﹤0.01%
100
688
$20K ﹤0.01%
42
+36
689
$20K ﹤0.01%
700
+320
690
$20K ﹤0.01%
375
691
$20K ﹤0.01%
480
692
$20K ﹤0.01%
406
693
$20K ﹤0.01%
76
694
$20K ﹤0.01%
169
695
$19K ﹤0.01%
758
696
$19K ﹤0.01%
400
697
$19K ﹤0.01%
800
-975
698
$19K ﹤0.01%
135
699
$18K ﹤0.01%
+1,200
700
$18K ﹤0.01%
226
+198
26 27
28
29 30