WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+8.13%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.37B
AUM Growth
+$152M
(+6.8%)
Cap. Flow
+$1.22M
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
31.2%
Holding
970
New
20
Increased
178
Reduced
248
Closed
59
Top Buys
| 1 |
iShares US Financials ETF
IYF
|
$15.8M |
| 2 |
Blackstone
BX
|
$10.2M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.57M |
| 4 |
Live Nation Entertainment
LYV
|
$1.45M |
| 5 |
Apple
AAPL
|
$1.4M |
Top Sells
| 1 |
Bank of America
BAC
|
$12.4M |
| 2 |
JPMorgan Chase
JPM
|
$11M |
| 3 |
Watsco
WSO
|
$3.12M |
| 4 |
PNC Financial Services
PNC
|
$2.93M |
| 5 |
Microsoft
MSFT
|
$2.66M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Financials | 10.2% |
| 3 | Healthcare | 10.15% |
| 4 | Industrials | 7.39% |
| 5 | Consumer Discretionary | 7.25% |
