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
226
$462K 0.01%
8,017
-204
227
$451K 0.01%
3,210
228
$447K 0.01%
1,313
229
$440K 0.01%
8,365
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230
$438K 0.01%
7,535
-400
231
$434K 0.01%
10,909
232
$430K 0.01%
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-294
233
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234
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235
$419K 0.01%
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236
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237
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4,067
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238
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-200
239
$401K 0.01%
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240
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2,712
241
$394K 0.01%
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242
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243
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244
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245
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246
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247
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5,690
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248
$342K 0.01%
4,210
249
$340K 0.01%
7,640
250
$329K 0.01%
4,695
+50
8 9
10
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