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
726
$16K ﹤0.01%
80
727
$16K ﹤0.01%
+106
728
$16K ﹤0.01%
26
729
$16K ﹤0.01%
43
-3
730
$16K ﹤0.01%
1,046
+350
731
$16K ﹤0.01%
311
732
$16K ﹤0.01%
600
733
$15K ﹤0.01%
311
734
$15K ﹤0.01%
+193
735
$15K ﹤0.01%
591
+432
736
$15K ﹤0.01%
37
737
$15K ﹤0.01%
150
738
$15K ﹤0.01%
700
739
$14K ﹤0.01%
+326
740
$14K ﹤0.01%
+400
741
$14K ﹤0.01%
1,000
742
$14K ﹤0.01%
978
743
$14K ﹤0.01%
+200
744
$14K ﹤0.01%
268
745
$14K ﹤0.01%
410
746
$14K ﹤0.01%
450
747
$13K ﹤0.01%
62
-10
748
$13K ﹤0.01%
150
749
$13K ﹤0.01%
92
750
$13K ﹤0.01%
150
-53
28 29
30
31 32