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
501
$56K ﹤0.01%
800
502
$56K ﹤0.01%
784
503
$55K ﹤0.01%
2,959
-598
504
$55K ﹤0.01%
3,700
-1,200
505
$55K ﹤0.01%
198
-142
506
$54K ﹤0.01%
702
-88
507
$53K ﹤0.01%
360
508
$53K ﹤0.01%
837
509
$53K ﹤0.01%
540
510
$52K ﹤0.01%
1,666
-11
511
$52K ﹤0.01%
414
512
$51K ﹤0.01%
448
-184
513
$51K ﹤0.01%
4,140
514
$51K ﹤0.01%
176
+9
515
$51K ﹤0.01%
219
-25
516
$51K ﹤0.01%
2,640
517
$51K ﹤0.01%
200
518
$51K ﹤0.01%
750
519
$50K ﹤0.01%
1,006
+56
520
$50K ﹤0.01%
990
+490
521
$50K ﹤0.01%
246
522
$50K ﹤0.01%
1,500
523
$49K ﹤0.01%
2,000
524
$49K ﹤0.01%
800
525
$49K ﹤0.01%
1,500
19 20
21
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