WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
-5.25%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.99B
AUM Growth
-$144M
(-6.8%)
Cap. Flow
-$19.1M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
28.92%
Holding
981
New
36
Increased
173
Reduced
271
Closed
36
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
+$8.03M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.31M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
+$1.62M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.56M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.25M |
Top Sells
| 1 |
Jacobs Solutions
J
|
+$12.7M |
| 2 |
Zimmer Biomet
ZBH
|
+$6.69M |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$3.33M |
| 4 |
Apple
AAPL
|
+$2.55M |
| 5 |
Microsoft
MSFT
|
+$2.39M |
Sector Composition
| 1 | Technology | 20.94% |
| 2 | Financials | 13.61% |
| 3 | Healthcare | 11.65% |
| 4 | Consumer Discretionary | 8.21% |
| 5 | Industrials | 7.57% |
