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
801
$8K ﹤0.01%
50
802
$8K ﹤0.01%
98
803
$8K ﹤0.01%
340
804
$8K ﹤0.01%
100
805
$8K ﹤0.01%
82
-2
806
$8K ﹤0.01%
+100
807
$8K ﹤0.01%
5
808
$8K ﹤0.01%
122
809
$8K ﹤0.01%
+267
810
$8K ﹤0.01%
107
811
$8K ﹤0.01%
187
812
$8K ﹤0.01%
1,000
813
$7K ﹤0.01%
714
814
$7K ﹤0.01%
89
815
$7K ﹤0.01%
300
816
$7K ﹤0.01%
200
817
$7K ﹤0.01%
51
+3
818
$7K ﹤0.01%
408
819
$7K ﹤0.01%
200
820
$7K ﹤0.01%
132
-1
821
$7K ﹤0.01%
594
822
$7K ﹤0.01%
65
823
$7K ﹤0.01%
153
+23
824
$7K ﹤0.01%
991
825
$7K ﹤0.01%
407
31 32
33
34 35