WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+9.18%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.15B
AUM Growth
+$161M
(+8.1%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
28.68%
Holding
1,003
New
58
Increased
150
Reduced
283
Closed
40
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$38.7M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$25.3M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$17.9M |
| 4 |
Jacobs Solutions
J
|
+$11.6M |
| 5 |
Boeing
BA
|
+$10.3M |
Top Sells
| 1 |
IAA
IAA, Inc. Common Stock
IAA
|
+$9.4M |
| 2 |
Apple
AAPL
|
+$5.67M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$4.68M |
| 4 |
Starbucks
SBUX
|
+$4.66M |
| 5 |
Verizon
VZ
|
+$3.97M |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Financials | 13.45% |
| 3 | Healthcare | 11.52% |
| 4 | Industrials | 8.62% |
| 5 | Consumer Discretionary | 7% |
