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
251
$328K 0.01%
2,794
252
$328K 0.01%
6,066
+200
253
$327K 0.01%
2,540
254
$326K 0.01%
2,100
+55
255
$325K 0.01%
1,569
+15
256
$323K 0.01%
2,722
+257
257
$318K 0.01%
3,703
+88
258
$312K 0.01%
1,920
259
$306K 0.01%
1,750
260
$306K 0.01%
4,925
+400
261
$300K 0.01%
2,444
-99
262
$289K 0.01%
5,543
-150
263
$289K 0.01%
7,885
264
$287K 0.01%
9,942
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265
$285K 0.01%
100,000
266
$281K 0.01%
4,000
-125
267
$281K 0.01%
2,514
268
$280K 0.01%
+6,847
269
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1,580
+30
270
$273K 0.01%
4,083
271
$272K 0.01%
2,190
272
$270K 0.01%
3,669
+2,094
273
$265K 0.01%
1,772
+83
274
$263K 0.01%
+7,893
275
$261K 0.01%
5,267
9 10
11
12 13