WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+2.8%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.79B
AUM Growth
-$64.8M
(-2.3%)
Cap. Flow
-$107M
Cap. Flow
% of AUM
-3.83%
Top 10 Holdings %
Top 10 Hldgs %
34.36%
Holding
893
New
45
Increased
128
Reduced
281
Closed
46
Top Buys
| 1 |
e.l.f. Beauty
ELF
|
$12.4M |
| 2 |
TE Connectivity
TEL
|
$6.57M |
| 3 |
International Flavors & Fragrances
IFF
|
$4.59M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.38M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.51M |
Top Sells
| 1 |
Blackrock
BLK
|
$25.8M |
| 2 |
Washington Trust Bancorp
WASH
|
$19.3M |
| 3 |
Akamai
AKAM
|
$10.5M |
| 4 |
Aptiv
APTV
|
$9.88M |
| 5 |
Amgen
AMGN
|
$7.57M |
Sector Composition
| 1 | Technology | 24.76% |
| 2 | Financials | 9.19% |
| 3 | Healthcare | 8.25% |
| 4 | Industrials | 7.88% |
| 5 | Consumer Discretionary | 7.73% |
