WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Est. Return
19.47%
1 Year Est. Return
+19.47%
AUM
$2.83B
AUM Growth
+$220M
(+8.4%)
Holding
765
Top Buys
| 1 | +$10.7M | |
| 2 | +$10.4M | |
| 3 | +$2.8M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.51M |
| 5 |
JPMorgan Chase
JPM
|
+$1.3M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$3.2M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
D.R. Horton
DHI
$45.4B
| – | – |
-106
|
|
||
752
DraftKings
DKNG
$17.1B
| – | – |
-1,000
|
|
||
753
Digital Realty Trust
DLR
$58.6B
| – | – |
-580
|
|
||
754
Dollar Tree
DLTR
$19.5B
| – | – |
-235
|
|
||
755
Dover
DOV
$22.7B
| – | – |
-1,007
|
|
||
756
Dow Inc
DOW
$15.5B
| – | – |
-4,800
|
|
||
757
Domino's
DPZ
$14.2B
| – | – |
-37
|
|
||
758
Darden Restaurants
DRI
$21.8B
| – | – |
-354
|
|
||
759
Strive US Energy ETF
DRLL
$250M
| – | – |
-975
|
|
||
760
DTE Energy
DTE
$29.3B
| – | – |
-500
|
|
||
761
DT Midstream
DTM
$11.1B
| – | – |
-200
|
|
||
762
Destination XL Group
DXLG
$55M
| – | – |
-3,597
|
|
||
763
eBay
EBAY
$42.5B
| – | – |
-589
|
|
||
764
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.73B
| – | – |
-175
|
|
||
765
iShares MSCI EAFE Value ETF
EFV
$27.4B
| – | – |
-1,932
|
|