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
126
$5.77M 0.16%
52,821
+2,744
127
$5.71M 0.16%
52,936
-958
128
$5.29M 0.15%
15,957
+39
129
$5.2M 0.15%
99,003
-1,429
130
$5.19M 0.15%
254,499
-21,718
131
$4.91M 0.14%
25,060
-215
132
$4.8M 0.14%
29,009
+443
133
$4.25M 0.12%
17,622
-165
134
$4.08M 0.11%
76,521
-1,956
135
$3.77M 0.11%
28,349
136
$3.25M 0.09%
43,325
-822
137
$3.17M 0.09%
8,250
-721
138
$2.94M 0.08%
11,544
+701
139
$2.74M 0.08%
78,996
-8
140
$2.55M 0.07%
23,958
+23,692
141
$2.47M 0.07%
16,860
-242
142
$2.47M 0.07%
6
143
$2.45M 0.07%
12,064
-2
144
$2.42M 0.07%
9,419
+9,094
145
$2.42M 0.07%
14,443
-112
146
$2.29M 0.06%
24,149
-44
147
$2.25M 0.06%
22,069
-1,357
148
$2.17M 0.06%
21,374
-1,284
149
$2.1M 0.06%
18,670
-1,282
150
$1.95M 0.05%
20,654
+879
4 5
6
7 8