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
301
$219K 0.01%
2,700
302
$216K 0.01%
601
-83
303
$215K 0.01%
3,359
-216
304
$214K 0.01%
5,040
305
$213K 0.01%
808
306
$211K 0.01%
756
307
$210K 0.01%
3,359
-50
308
$209K 0.01%
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309
$207K 0.01%
1,380
310
$206K 0.01%
1,027
311
$206K 0.01%
500
312
$205K 0.01%
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313
$205K 0.01%
9,861
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314
$202K 0.01%
11,547
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315
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1,481
316
$195K 0.01%
18,150
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317
$195K 0.01%
6,400
318
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319
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320
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1,000
321
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8,800
322
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1,455
323
$186K 0.01%
1,550
324
$186K 0.01%
3,121
325
$184K 0.01%
4,955
11 12
13
14 15