WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Est. Return
19.47%
1 Year Est. Return
+19.47%
AUM
$2.83B
AUM Growth
+$220M
(+8.4%)
Holding
765
Top Buys
| 1 | +$10.7M | |
| 2 | +$10.4M | |
| 3 | +$2.8M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.51M |
| 5 |
JPMorgan Chase
JPM
|
+$1.3M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$3.2M | |
| 3 | +$2.62M | |
| 4 |
iShares US Financials ETF
IYF
|
+$2.31M |
| 5 |
Jacobs Solutions
J
|
+$1.75M |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Financials | 10.54% |
| 3 | Industrials | 8.18% |
| 4 | Consumer Discretionary | 7.76% |
| 5 | Healthcare | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$218B
| $10.9M | 0.39% |
37,344
+203
|
|
||
77
Dell
DELL
$101B
| $10.8M | 0.38% |
88,100
+87,309
|
|
||
78
Aptiv
APTV
$18.2B
| $10.5M | 0.37% |
154,459
-3
|
|
||
79
iShares MSCI EAFE ETF
EFA
$68B
| $10.5M | 0.37% |
117,662
+1,223
|
|
||
80
Emcor
EME
$30.8B
| $10.4M | 0.37% |
+19,482
|
|
||
81
Corning
GLW
$74.3B
| $9.91M | 0.35% |
188,452
-1,740
|
|
||
82
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
| $9.55M | 0.34% |
120,152
-803
|
|
||
83
Copart
CPRT
$42.6B
| $9.28M | 0.33% |
189,182
+12,440
|
|
||
84
TE Connectivity
TEL
$66.2B
| $8.62M | 0.3% |
51,127
+4,098
|
|
||
85
Verizon
VZ
$170B
| $8.6M | 0.3% |
198,650
-2,385
|
|
||
86
Comcast
CMCSA
$108B
| $8.48M | 0.3% |
237,638
-6,317
|
|
||
87
Medtronic
MDT
$122B
| $7.98M | 0.28% |
91,570
-574
|
|
||
88
iShares Core S&P 500 ETF
IVV
$656B
| $7.74M | 0.27% |
12,471
|
|
||
89
Pfizer
PFE
$138B
| $7.74M | 0.27% |
319,131
+1,799
|
|
||
90
Hasbro
HAS
$10.4B
| $7.67M | 0.27% |
103,869
-509
|
|
||
91
Berkshire Hathaway Class B
BRK.B
$1.05T
| $7.45M | 0.26% |
15,338
-2,691
|
|
||
|
92
iShares US Financials ETF
IYF
$3.92B
| $7.44M | 0.26% |
61,512
-19,095
|
|
||
93
Fidelity National Information Services
FIS
$34.4B
| $7.32M | 0.26% |
89,928
+897
|
|
||
94
Vanguard Mid-Cap ETF
VO
$87.4B
| $7.15M | 0.25% |
25,551
-1,005
|
|
||
95
FedEx
FDX
$55.9B
| $7.08M | 0.25% |
31,146
+803
|
|
||
96
GXO Logistics
GXO
$6.25B
| $6.51M | 0.23% |
133,654
-4,595
|
|
||
97
International Flavors & Fragrances
IFF
$16B
| $6.04M | 0.21% |
82,150
+3,098
|
|
||
98
Financial Select Sector SPDR Fund
XLF
$53.2B
| $5.7M | 0.2% |
108,843
-1,965
|
|
||
99
AbbVie
ABBV
$401B
| $5.32M | 0.19% |
28,661
-451
|
|
||
100
Exxon Mobil
XOM
$472B
| $4.92M | 0.17% |
45,682
+697
|
|