WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+10.98%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.71B
AUM Growth
+$299M
(+12%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
28.05%
Holding
1,055
New
158
Increased
254
Reduced
245
Closed
55
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$28.4M |
| 2 |
Becton Dickinson
BDX
|
+$21.6M |
| 3 |
RTX Corp
RTX
|
+$9.7M |
| 4 |
Jacobs Solutions
J
|
+$5.72M |
| 5 |
Booking.com
BKNG
|
+$3.12M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$27.3M |
| 2 |
Apple
AAPL
|
+$9.91M |
| 3 |
Amazon
AMZN
|
+$5.41M |
| 4 |
PayPal
PYPL
|
+$3.29M |
| 5 |
KSU
Kansas City Southern
KSU
|
+$2.88M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 13.43% |
| 3 | Healthcare | 12.42% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 8.95% |
