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
851
$6K ﹤0.01%
9
852
$5K ﹤0.01%
3
-2
853
$5K ﹤0.01%
111
854
$5K ﹤0.01%
33
855
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856
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112
-8
857
$5K ﹤0.01%
+270
858
$5K ﹤0.01%
283
+186
859
$5K ﹤0.01%
30
860
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136
861
$5K ﹤0.01%
100
862
$5K ﹤0.01%
+96
863
$5K ﹤0.01%
70
864
$5K ﹤0.01%
107
865
$5K ﹤0.01%
31
+1
866
$5K ﹤0.01%
150
867
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868
$5K ﹤0.01%
101
869
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870
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10
+2
871
$5K ﹤0.01%
400
-100
872
$5K ﹤0.01%
150
873
$5K ﹤0.01%
167
874
$5K ﹤0.01%
269
875
$5K ﹤0.01%
+400
33 34
35
36 37