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
176
$1.1M 0.03%
+21,314
177
$1.08M 0.03%
36,321
+75
178
$1.08M 0.03%
16,805
-12,976
179
$1.06M 0.03%
10,938
-100
180
$1.03M 0.03%
6,085
+2,458
181
$1.01M 0.03%
8,305
-170
182
$1M 0.03%
11,818
-147
183
$993K 0.03%
4,156
184
$950K 0.03%
18,349
-418
185
$912K 0.03%
2,569
-1
186
$900K 0.03%
5,473
+13
187
$898K 0.03%
17,958
-1,116
188
$887K 0.03%
+6,734
189
$884K 0.02%
8,143
+100
190
$869K 0.02%
81,432
191
$856K 0.02%
3,378
192
$855K 0.02%
3,706
+300
193
$851K 0.02%
6,433
+333
194
$833K 0.02%
12,091
-30,502
195
$821K 0.02%
20,145
-120
196
$816K 0.02%
2,774
197
$814K 0.02%
15,823
-19
198
$788K 0.02%
9,584
-105
199
$764K 0.02%
7,967
200
$742K 0.02%
9,809
+100
6 7
8
9 10