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
601
$33K ﹤0.01%
400
-15
602
$33K ﹤0.01%
1,500
603
$33K ﹤0.01%
550
604
$32K ﹤0.01%
101
605
$32K ﹤0.01%
663
606
$32K ﹤0.01%
1,381
607
$31K ﹤0.01%
200
608
$31K ﹤0.01%
2,000
609
$31K ﹤0.01%
400
610
$30K ﹤0.01%
330
-3
611
$30K ﹤0.01%
45
+19
612
$30K ﹤0.01%
175
613
$30K ﹤0.01%
180
614
$30K ﹤0.01%
3,000
615
$29K ﹤0.01%
50
616
$29K ﹤0.01%
2,077
617
$29K ﹤0.01%
56
+55
618
$29K ﹤0.01%
130
619
$29K ﹤0.01%
72
620
$29K ﹤0.01%
513
+500
621
$28K ﹤0.01%
495
622
$28K ﹤0.01%
420
623
$28K ﹤0.01%
450
624
$28K ﹤0.01%
300
625
$28K ﹤0.01%
235
23 24
25
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