WT
Washington Trust Portfolio holdings
AUM
$3.05B
1-Year Est. Return
20.36%
1 Year Est. Return
+20.36%
AUM
$3.05B
AUM Growth
+$219M
(+7.8%)
Holding
278
Top Buys
| 1 | +$10.6M | |
| 2 | +$4.12M | |
| 3 | +$2.63M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.45M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.77M |
Top Sells
| 1 | +$3.8M | |
| 2 | +$3.42M | |
| 3 | +$2.84M | |
| 4 |
S&P Global
SPGI
|
+$1.05M |
| 5 |
IQVIA
IQV
|
+$987K |
Sector Composition
| 1 | Technology | 25.75% |
| 2 | Financials | 10.4% |
| 3 | Industrials | 7.9% |
| 4 | Consumer Discretionary | 7.67% |
| 5 | Communication Services | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRKL
276
DELISTED
Brookline Bancorp
BRKL
| – | – |
-39,490
|
|
||
277
Illinois Tool Works
ITW
$72.2B
| – | – |
-1,585
|
|
||
278
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
| – | – |
-7,180
|
|