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
976
$2K ﹤0.01%
72
977
$2K ﹤0.01%
33
-3
978
$2K ﹤0.01%
30
979
$2K ﹤0.01%
35
+4
980
$2K ﹤0.01%
44
981
$2K ﹤0.01%
40
+2
982
$2K ﹤0.01%
+100
983
$2K ﹤0.01%
+50
984
$2K ﹤0.01%
29
985
$2K ﹤0.01%
21
-1
986
$2K ﹤0.01%
22
987
$2K ﹤0.01%
28
988
$2K ﹤0.01%
+9
989
$2K ﹤0.01%
+50
990
– –
0
991
$2K ﹤0.01%
45
-2
992
$2K ﹤0.01%
26
+4
993
$2K ﹤0.01%
5
994
$2K ﹤0.01%
105
+21
995
$1K ﹤0.01%
144
+10
996
$1K ﹤0.01%
11
+3
997
$1K ﹤0.01%
23
998
$1K ﹤0.01%
11
999
$1K ﹤0.01%
38
1000
$1K ﹤0.01%
6
38 39
40
41 42