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
201
$727K 0.02%
1,861
-21
202
$709K 0.02%
9,782
-1,361
203
$693K 0.02%
4,686
-113,969
204
$689K 0.02%
25,963
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205
$669K 0.02%
9,229
+87
206
$628K 0.02%
3,270
+140
207
$593K 0.02%
20,002
-369
208
$575K 0.02%
6,989
209
$572K 0.02%
4,914
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210
$561K 0.02%
23,133
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211
$555K 0.02%
1,596
212
$544K 0.02%
8,005
-1,323
213
$543K 0.02%
1,435
-187
214
$538K 0.02%
16,616
+15,633
215
$537K 0.02%
9,999
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216
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3,035
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217
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7,701
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218
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2,926
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219
$506K 0.01%
14,000
220
$506K 0.01%
7,241
-20
221
$494K 0.01%
1,702
222
$481K 0.01%
4,250
223
$479K 0.01%
100
224
$478K 0.01%
20,937
+19,826
225
$469K 0.01%
2,088
7 8
9
10 11