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
626
$27K ﹤0.01%
44
627
$27K ﹤0.01%
150
628
$27K ﹤0.01%
996
629
$27K ﹤0.01%
700
-59
630
$27K ﹤0.01%
550
631
$26K ﹤0.01%
+560
632
$26K ﹤0.01%
258
633
$26K ﹤0.01%
230
634
$26K ﹤0.01%
247
635
$26K ﹤0.01%
323
-250
636
$26K ﹤0.01%
667
637
$25K ﹤0.01%
400
638
$25K ﹤0.01%
235
639
$25K ﹤0.01%
500
640
$25K ﹤0.01%
150
641
$25K ﹤0.01%
1,000
-502
642
$25K ﹤0.01%
64
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643
$25K ﹤0.01%
1,100
-51
644
$25K ﹤0.01%
193
-202
645
$25K ﹤0.01%
125
+45
646
$25K ﹤0.01%
+665
647
$24K ﹤0.01%
700
648
$24K ﹤0.01%
660
649
$24K ﹤0.01%
350
650
$24K ﹤0.01%
590
24 25
26
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