WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+12.36%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.83B
AUM Growth
+$220M
(+8.4%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
34.03%
Holding
765
New
1
Increased
86
Reduced
121
Closed
508
Top Buys
| 1 |
Dell
DELL
|
+$10.7M |
| 2 |
Emcor
EME
|
+$10.4M |
| 3 |
e.l.f. Beauty
ELF
|
+$2.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.51M |
| 5 |
JPMorgan Chase
JPM
|
+$1.3M |
Top Sells
| 1 |
Sysco
SYY
|
+$11.7M |
| 2 |
NVIDIA
NVDA
|
+$3.2M |
| 3 |
Broadcom
AVGO
|
+$2.62M |
| 4 |
iShares US Financials ETF
IYF
|
+$2.31M |
| 5 |
Jacobs Solutions
J
|
+$1.75M |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Financials | 10.54% |
| 3 | Industrials | 8.18% |
| 4 | Consumer Discretionary | 7.76% |
| 5 | Healthcare | 7.24% |
