WT
Washington Trust Portfolio holdings
AUM
$3.06B
1-Year Est. Return
20.47%
This Fund
S&P 500
1 Year Est. Return
+20.47%
AUM
$3.06B
AUM Growth
+$11.8M
(+0.39%)
Holding
282
Top Buys
| 1 | +$2.81M | |
| 2 | +$2.22M | |
| 3 | +$1.69M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.51M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$1.49M |
Top Sells
| 1 | +$7.15M | |
| 2 | +$4.41M | |
| 3 | +$4.29M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.17M |
| 5 |
e.l.f. Beauty
ELF
|
+$3.54M |
Sector Composition
| 1 | Technology | 25.56% |
| 2 | Financials | 10.3% |
| 3 | Industrials | 7.69% |
| 4 | Healthcare | 7.68% |
| 5 | Communication Services | 7.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Constellation Energy
CEG
$119B
| $201K | 0.01% |
+569
|
|
||
277
Unilever
UL
$161B
| $200K | 0.01% |
3,063
-4
|
|
||
278
Royal Caribbean
RCL
$84.1B
| – | – |
-680
|
|
||
279
Synopsys
SNPS
$79.2B
| – | – |
-555
|
|
||
280
DuPont de Nemours
DD
$20.5B
| – | – |
-13,210
|
|
||
281
D.R. Horton
DHI
$46.5B
| – | – |
-1,352
|
|
||
282
Lennar Class B
LEN.B
$26.4B
| – | – |
-1,700
|
|