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
651
$24K ﹤0.01%
548
-55
652
$24K ﹤0.01%
500
653
$24K ﹤0.01%
+53
654
$24K ﹤0.01%
300
-423
655
$24K ﹤0.01%
1,348
656
$23K ﹤0.01%
200
657
$23K ﹤0.01%
200
658
$23K ﹤0.01%
500
659
$23K ﹤0.01%
500
660
$23K ﹤0.01%
170
-2
661
$23K ﹤0.01%
132
662
$23K ﹤0.01%
185
663
$23K ﹤0.01%
200
664
$22K ﹤0.01%
1,050
665
$22K ﹤0.01%
166
666
$22K ﹤0.01%
330
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667
$22K ﹤0.01%
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669
$22K ﹤0.01%
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670
$22K ﹤0.01%
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$22K ﹤0.01%
1,000
-1,000
672
$22K ﹤0.01%
300
673
$22K ﹤0.01%
412
674
$22K ﹤0.01%
400
675
$22K ﹤0.01%
200
25 26
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