WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+5.51%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.83B
AUM Growth
+$38.6M
(+2.2%)
Cap. Flow
-$9.96M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
28.58%
Holding
243
New
23
Increased
127
Reduced
60
Closed
6
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.02M |
| 2 |
Broadcom
AVGO
|
$2.28M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.94M |
| 4 |
Cisco
CSCO
|
$1.17M |
| 5 |
Microsoft
MSFT
|
$1.13M |
Top Sells
| 1 |
Openlane
KAR
|
$10.1M |
| 2 |
DuPont de Nemours
DD
|
$8.73M |
| 3 |
United Parcel Service
UPS
|
$5.6M |
| 4 |
3M
MMM
|
$3.67M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$3.46M |
Sector Composition
| 1 | Financials | 17.15% |
| 2 | Technology | 13.88% |
| 3 | Healthcare | 9.83% |
| 4 | Consumer Discretionary | 9.72% |
| 5 | Industrials | 8.72% |
