WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
Consumers Staples Select Sector SPDR Fund
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
1
$162M 4.57%
1,144,283
-14,866
2
$115M 3.25%
701,760
-1,560
3
$99.7M 2.81%
383,081
-5,355
4
$97.2M 2.74%
436,511
-1,534
5
$87.2M 2.46%
652,620
-6,360
6
$79M 2.23%
280,288
-2,205
7
$78M 2.2%
997,687
+946
8
$77M 2.17%
351,798
-2,819
9
$71.5M 2.02%
125,114
-2,764
10
$66.6M 1.88%
406,668
-2,474
11
$64.8M 1.83%
190,851
+342
12
$63.2M 1.78%
263,868
+480
13
$59.6M 1.68%
138,903
-1,208
14
$54.5M 1.54%
225,473
+230
15
$52.9M 1.49%
662,172
-16,842
16
$49.8M 1.41%
373,920
+200
17
$45.2M 1.28%
267,306
+2,809
18
$44.1M 1.24%
1,038,540
+10,725
19
$44M 1.24%
183,270
+397
20
$43.9M 1.24%
133,830
-349
21
$42.3M 1.19%
88,038
+1,266
22
$41.8M 1.18%
139,290
-2,068
23
$40.6M 1.15%
270,178
+1,173
24
$40.5M 1.14%
356,198
-6,129
25
$39.3M 1.11%
263,519
+295
1
2 3 4 5