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
826
$7K ﹤0.01%
65
827
$7K ﹤0.01%
153
+23
828
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991
829
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+50
830
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75
-100
831
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50
832
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127
833
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834
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835
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836
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+116
837
$6K ﹤0.01%
200
838
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200
839
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72
+12
840
$6K ﹤0.01%
588
-2,800
841
$6K ﹤0.01%
500
842
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184
843
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844
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-60
845
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98
-7
846
$6K ﹤0.01%
33
847
$6K ﹤0.01%
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-5
848
$6K ﹤0.01%
75
849
$6K ﹤0.01%
1,592
850
$6K ﹤0.01%
240
32 33
34
35 36