WTA
Washington Trust Advisors Portfolio holdings
AUM
$1.23B
1-Year Return
20.59%
This Quarter Return
+2.48%
1 Year Return
+20.59%
3 Year Return
+82.81%
5 Year Return
–
10 Year Return
–
AUM
$1.2B
AUM Growth
+$35.4M
(+3.1%)
Cap. Flow
+$23M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
40.48%
Holding
695
New
31
Increased
121
Reduced
186
Closed
47
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$37M |
| 2 |
Xylem
XYL
|
$5.81M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$3.4M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$2.64M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.61M |
Top Sells
| 1 |
Aptiv
APTV
|
$6.25M |
| 2 |
Palo Alto Networks
PANW
|
$1.36M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.24M |
| 4 |
Kinder Morgan
KMI
|
$1.13M |
| 5 |
Quanta Services
PWR
|
$1.07M |
Sector Composition
| 1 | Technology | 19.09% |
| 2 | Healthcare | 13.25% |
| 3 | Communication Services | 12.74% |
| 4 | Industrials | 12.57% |
| 5 | Consumer Discretionary | 11.65% |
