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
51
$20.2M 0.57%
175,584
+3,859
52
$19.9M 0.56%
355,819
+9,810
53
$19.6M 0.55%
278,362
-717
54
$19.3M 0.54%
357,481
+7,828
55
$18.6M 0.53%
23,599
+27
56
$18.6M 0.53%
219,533
+2,501
57
$18.4M 0.52%
110,022
+121
58
$18.4M 0.52%
177,809
-2,053
59
$18.3M 0.52%
91,560
+217
60
$18M 0.51%
209,791
+1,226
61
$17.8M 0.5%
69,595
+5,898
62
$17.8M 0.5%
83,736
-443
63
$17.7M 0.5%
323,322
+10,377
64
$17.4M 0.49%
320,014
-2,288
65
$17.4M 0.49%
373,632
+1,638
66
$17.3M 0.49%
146,270
-488
67
$17.3M 0.49%
261,725
+3,428
68
$17.2M 0.48%
38,242
+662
69
$17.2M 0.48%
292,801
+1,449
70
$17.1M 0.48%
122,669
+707
71
$17.1M 0.48%
29,638
-359
72
$17M 0.48%
62,830
+14
73
$17M 0.48%
394,705
+6,894
74
$16.9M 0.48%
111,343
+2,512
75
$16.5M 0.47%
38,856
+50
1 2
3
4 5