WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+9.77%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.72B
AUM Growth
+$195M
(+7.7%)
Cap. Flow
-$7.78M
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
30.59%
Holding
887
New
64
Increased
154
Reduced
246
Closed
44
Top Buys
| 1 |
FedEx
FDX
|
+$8.98M |
| 2 |
Walt Disney
DIS
|
+$2.99M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.28M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.04M |
| 5 |
AES
AES
|
+$1.73M |
Top Sells
| 1 |
Amcor
AMCR
|
+$6.13M |
| 2 |
Estee Lauder
EL
|
+$3.44M |
| 3 |
Broadcom
AVGO
|
+$2.35M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$2.23M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.14M |
Sector Composition
| 1 | Technology | 22.62% |
| 2 | Financials | 10.11% |
| 3 | Healthcare | 9.91% |
| 4 | Industrials | 8.02% |
| 5 | Consumer Discretionary | 7.76% |
