WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+14.66%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$3.1B
AUM Growth
+$391M
(+14%)
Cap. Flow
+$34.5M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
27.32%
Holding
1,076
New
76
Increased
191
Reduced
353
Closed
71
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$23.6M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$16M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$6.93M |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$6.43M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$4.18M |
Top Sells
| 1 |
TMX
Terminix Global Holdings, Inc.
TMX
|
+$8.59M |
| 2 |
Carpenter Technology
CRS
|
+$4.98M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$4.57M |
| 4 |
Apple
AAPL
|
+$4.18M |
| 5 |
DNKN
Dunkin' Brands Group, Inc.
DNKN
|
+$4.03M |
Sector Composition
| 1 | Technology | 18.8% |
| 2 | Financials | 13.89% |
| 3 | Healthcare | 11.9% |
| 4 | Consumer Discretionary | 11.62% |
| 5 | Industrials | 8.48% |
