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
151
$1.87M 0.05%
4,337
-7
152
$1.85M 0.05%
7,075
+115
153
$1.79M 0.05%
33,985
-10
154
$1.7M 0.05%
16,039
+3,963
155
$1.64M 0.05%
6,088
+113
156
$1.62M 0.05%
18,626
-306
157
$1.61M 0.05%
7,355
-263
158
$1.59M 0.04%
11,898
-6,740
159
$1.56M 0.04%
33,691
-2,589
160
$1.55M 0.04%
20,204
-642
161
$1.51M 0.04%
6,623
+511
162
$1.47M 0.04%
24,802
-1,936
163
$1.46M 0.04%
6,394
+22
164
$1.42M 0.04%
28,121
-1,872
165
$1.37M 0.04%
7,159
-449
166
$1.35M 0.04%
29,638
+464
167
$1.35M 0.04%
21,319
-1,188
168
$1.34M 0.04%
6,077
-160
169
$1.26M 0.04%
4,612
-184
170
$1.25M 0.04%
15,410
171
$1.24M 0.03%
8,644
-407
172
$1.22M 0.03%
12,000
173
$1.2M 0.03%
9,702
+176
174
$1.18M 0.03%
7,889
-105
175
$1.16M 0.03%
11,932
5 6
7
8 9