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
1051
$1K ﹤0.01%
13
1052
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+9
1053
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1
1054
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1055
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7
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50
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1059
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1060
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785
1061
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71
-11
1062
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56
1063
– –
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1064
$0 ﹤0.01%
3
1065
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-333
1067
$0 ﹤0.01%
+15
1068
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-984
1070
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1071
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1072
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-100
1073
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1074
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0
1075
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-83
41 42
43
44 45