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
526
$49K ﹤0.01%
750
527
$49K ﹤0.01%
670
528
$48K ﹤0.01%
1,000
-1,342
529
$48K ﹤0.01%
800
530
$48K ﹤0.01%
333
531
$48K ﹤0.01%
429
532
$48K ﹤0.01%
2,885
533
$48K ﹤0.01%
3,490
534
$47K ﹤0.01%
1,747
+55
535
$47K ﹤0.01%
1,000
536
$47K ﹤0.01%
881
537
$46K ﹤0.01%
+465
538
$46K ﹤0.01%
975
539
$46K ﹤0.01%
1,685
540
$46K ﹤0.01%
1,129
541
$46K ﹤0.01%
2,700
542
$45K ﹤0.01%
1,505
543
$45K ﹤0.01%
256
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544
$45K ﹤0.01%
803
-125
545
$45K ﹤0.01%
2,957
546
$45K ﹤0.01%
452
547
$45K ﹤0.01%
1,450
548
$45K ﹤0.01%
245
-20
549
$44K ﹤0.01%
3,000
550
$44K ﹤0.01%
635
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