WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+10.14%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.67B
AUM Growth
-$881M
(-25%)
Cap. Flow
-$1.15B
Cap. Flow
% of AUM
-43.06%
Top 10 Holdings %
Top 10 Hldgs %
29.48%
Holding
1,133
New
60
Increased
150
Reduced
391
Closed
188
Top Buys
| 1 |
Corning
GLW
|
+$7.9M |
| 2 |
Stryker
SYK
|
+$2.07M |
| 3 |
First Trust Managed Municipal ETF
FMB
|
+$1.98M |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$1.85M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$1.67M |
Top Sells
| 1 |
Apple
AAPL
|
+$71.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$50.4M |
| 3 |
IQVIA
IQV
|
+$43.8M |
| 4 |
Quanta Services
PWR
|
+$40.5M |
| 5 |
Amazon
AMZN
|
+$39.3M |
Sector Composition
| 1 | Technology | 22.15% |
| 2 | Financials | 14.03% |
| 3 | Healthcare | 10.41% |
| 4 | Consumer Discretionary | 8.68% |
| 5 | Industrials | 7.46% |
