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
476
$66K ﹤0.01%
1,000
477
$66K ﹤0.01%
317
+8
478
$65K ﹤0.01%
2,170
479
$65K ﹤0.01%
3,000
480
$65K ﹤0.01%
1,922
481
$65K ﹤0.01%
92
482
$63K ﹤0.01%
1,011
483
$63K ﹤0.01%
1,262
484
$63K ﹤0.01%
198
485
$62K ﹤0.01%
1,016
486
$61K ﹤0.01%
1,199
487
$61K ﹤0.01%
1,167
488
$61K ﹤0.01%
1,000
489
$61K ﹤0.01%
1,270
490
$61K ﹤0.01%
4,000
491
$60K ﹤0.01%
765
492
$60K ﹤0.01%
7,500
493
$60K ﹤0.01%
371
+75
494
$59K ﹤0.01%
4,400
495
$59K ﹤0.01%
2,800
496
$59K ﹤0.01%
1,100
497
$59K ﹤0.01%
700
+200
498
$58K ﹤0.01%
386
499
$57K ﹤0.01%
2,310
500
$57K ﹤0.01%
453
18 19
20
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