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
451
$77K ﹤0.01%
755
452
$76K ﹤0.01%
362
+10
453
$76K ﹤0.01%
1,229
-5
454
$76K ﹤0.01%
2,250
-1,200
455
$75K ﹤0.01%
3,878
456
$74K ﹤0.01%
970
457
$73K ﹤0.01%
5,000
458
$72K ﹤0.01%
584
-34
459
$72K ﹤0.01%
437
-298
460
$72K ﹤0.01%
4,116
461
$72K ﹤0.01%
202
-98
462
$71K ﹤0.01%
2,000
463
$70K ﹤0.01%
1,838
464
$70K ﹤0.01%
1,267
-150
465
$70K ﹤0.01%
694
466
$70K ﹤0.01%
1,378
-34
467
$70K ﹤0.01%
401
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468
$70K ﹤0.01%
3,500
-3,226
469
$69K ﹤0.01%
3,600
470
$69K ﹤0.01%
1,000
471
$69K ﹤0.01%
780
472
$69K ﹤0.01%
470
473
$69K ﹤0.01%
293
474
$69K ﹤0.01%
300
475
$68K ﹤0.01%
646
17 18
19
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