WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
-3.52%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.27B
AUM Growth
-$98.1M
(-4.1%)
Cap. Flow
+$39.8K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
30.99%
Holding
934
New
23
Increased
133
Reduced
247
Closed
31
Top Buys
| 1 |
GXO Logistics
GXO
|
+$9.18M |
| 2 |
Eli Lilly
LLY
|
+$6.94M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.23M |
| 4 |
Salesforce
CRM
|
+$980K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.89M |
| 2 |
JPMorgan Chase
JPM
|
+$1.74M |
| 3 |
Washington Trust Bancorp
WASH
|
+$1.43M |
| 4 |
Apple
AAPL
|
+$1.39M |
| 5 |
Bank of America
BAC
|
+$1.37M |
Sector Composition
| 1 | Technology | 22.39% |
| 2 | Healthcare | 10.33% |
| 3 | Financials | 10.17% |
| 4 | Industrials | 7.49% |
| 5 | Consumer Discretionary | 7.41% |
