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
76
$15.5M 0.44%
176,931
+41,735
77
$15.1M 0.43%
203,764
+3,105
78
$15.1M 0.42%
127,156
+688
79
$14.9M 0.42%
189,313
+76
80
$14.2M 0.4%
72,550
+395
81
$14.1M 0.4%
134,956
+1,390
82
$14M 0.4%
366,296
+457
83
$13.7M 0.39%
188,025
+55,433
84
$13.5M 0.38%
231,375
+5,809
85
$13.3M 0.38%
29,921
+1,883
86
$12.9M 0.36%
103,080
-76
87
$12.7M 0.36%
48,038
+1,004
88
$12.3M 0.35%
71,729
-220
89
$12.2M 0.35%
36,581
-485
90
$12.1M 0.34%
154,562
-13,779
91
$12M 0.34%
98,227
+3,355
92
$11.9M 0.34%
138,519
+5,753
93
$11.7M 0.33%
80,766
+1,991
94
$11.6M 0.33%
69,470
-157
95
$11.5M 0.33%
150,502
+1,304
96
$11.1M 0.31%
202,617
+3,511
97
$10.7M 0.3%
82,685
+77,974
98
$10.6M 0.3%
49,850
+24
99
$10.4M 0.29%
73,530
+852
100
$10.4M 0.29%
332,810
+32,008
2 3
4
5 6