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
101
$10.1M 0.28%
35,017
+162
102
$9.95M 0.28%
251,942
+12,767
103
$9.82M 0.28%
56,588
+299
104
$9.52M 0.27%
228,464
+1,063
105
$9.32M 0.26%
26,999
+322
106
$9.06M 0.26%
233,363
+124,716
107
$9.02M 0.25%
123,520
+751
108
$8.69M 0.25%
112,267
-366
109
$8.12M 0.23%
138,117
-5,392
110
$8.12M 0.23%
29,985
-4,671
111
$8.11M 0.23%
20,557
+189
112
$7.86M 0.22%
61,536
-1,970
113
$7.75M 0.22%
68,464
+26
114
$7.46M 0.21%
49,920
+1,837
115
$7.33M 0.21%
21,957
-232
116
$7.31M 0.21%
211,733
+64,707
117
$7.13M 0.2%
96,029
-3,561
118
$7M 0.2%
12,277
-1,046
119
$6.88M 0.19%
112,883
+3,711
120
$6.83M 0.19%
32,724
+677
121
$6.76M 0.19%
43,994
+1,606
122
$6.56M 0.18%
33,983
-502
123
$6.52M 0.18%
29,342
+535
124
$6.33M 0.18%
378,256
-1,259
125
$6.21M 0.18%
535,705
-2,723
3 4
5
6 7