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
751
$13K ﹤0.01%
453
752
$13K ﹤0.01%
41
753
$13K ﹤0.01%
325
+156
754
$13K ﹤0.01%
310
-500
755
$13K ﹤0.01%
167
756
$13K ﹤0.01%
200
757
$12K ﹤0.01%
428
758
$12K ﹤0.01%
29
+12
759
$12K ﹤0.01%
100
760
$12K ﹤0.01%
400
-75
761
$12K ﹤0.01%
100
762
$12K ﹤0.01%
+2,100
763
$12K ﹤0.01%
350
764
$12K ﹤0.01%
40
765
$12K ﹤0.01%
240
766
$12K ﹤0.01%
49
767
$12K ﹤0.01%
98
768
$11K ﹤0.01%
151
769
$11K ﹤0.01%
840
-34
770
$11K ﹤0.01%
18
771
$11K ﹤0.01%
94
-416
772
$11K ﹤0.01%
275
773
$11K ﹤0.01%
1,671
774
$11K ﹤0.01%
125
775
$11K ﹤0.01%
334
29 30
31
32 33