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
276
$261K 0.01%
5,175
-2,766
277
$260K 0.01%
4,450
278
$256K 0.01%
6,843
279
$250K 0.01%
18,100
280
$250K 0.01%
1,040
+19
281
$248K 0.01%
5,806
282
$240K 0.01%
4,637
+25
283
$240K 0.01%
5,087
284
$239K 0.01%
5,493
-26
285
$237K 0.01%
2,750
286
$237K 0.01%
1,750
+177
287
$234K 0.01%
952
+728
288
$234K 0.01%
5,402
289
$234K 0.01%
1,492
290
$233K 0.01%
3,890
291
$233K 0.01%
10,000
292
$232K 0.01%
4,000
293
$231K 0.01%
2,830
294
$230K 0.01%
1,805
-100
295
$230K 0.01%
616
296
$228K 0.01%
3,077
-18
297
$227K 0.01%
1,492
298
$225K 0.01%
3,051
299
$222K 0.01%
3,825
300
$221K 0.01%
858
+30
10 11
12
13 14