WT
Washington Trust Portfolio holdings
AUM
$3.05B
1-Year Est. Return
20.36%
1 Year Est. Return
+20.36%
AUM
$3.05B
AUM Growth
+$219M
(+7.8%)
Holding
278
Top Buys
| 1 | +$10.6M | |
| 2 | +$4.12M | |
| 3 | +$2.63M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.45M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.77M |
Top Sells
| 1 | +$3.8M | |
| 2 | +$3.42M | |
| 3 | +$2.84M | |
| 4 |
S&P Global
SPGI
|
+$1.05M |
| 5 |
IQVIA
IQV
|
+$987K |
Sector Composition
| 1 | Technology | 25.75% |
| 2 | Financials | 10.4% |
| 3 | Industrials | 7.9% |
| 4 | Consumer Discretionary | 7.67% |
| 5 | Communication Services | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Procter & Gamble
PG
$346B
| $12.3M | 0.41% |
80,370
-1,627
|
|
||
77
TE Connectivity
TEL
$66.5B
| $12.3M | 0.4% |
55,803
+4,676
|
|
||
78
Becton Dickinson
BDX
$55.4B
| $11.8M | 0.39% |
63,242
-3,326
|
|
||
79
Berkshire Hathaway Class B
BRK.B
$1.11T
| $11.8M | 0.39% |
23,529
+8,191
|
|
||
80
Waste Management
WM
$87.8B
| $11.7M | 0.39% |
53,198
+1,267
|
|
||
81
PayPal
PYPL
$58.7B
| $11.6M | 0.38% |
173,423
-13,241
|
|
||
82
McDonald's
MCD
$222B
| $11.5M | 0.38% |
37,728
+384
|
|
||
83
Zoetis
ZTS
$56.5B
| $10.7M | 0.35% |
72,911
+1,601
|
|
||
84
iShares MSCI EAFE ETF
EFA
$68.7B
| $10.6M | 0.35% |
113,214
-4,448
|
|
||
85
Medtronic
MDT
$135B
| $8.93M | 0.29% |
93,748
+2,178
|
|
||
86
Verizon
VZ
$173B
| $8.89M | 0.29% |
202,245
+3,595
|
|
||
87
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
| $8.86M | 0.29% |
110,826
-9,326
|
|
||
88
Hasbro
HAS
$11.6B
| $8.82M | 0.29% |
116,221
+12,352
|
|
||
89
Copart
CPRT
$37.7B
| $8.55M | 0.28% |
190,042
+860
|
|
||
90
iShares Core S&P 500 ETF
IVV
$733B
| $8.28M | 0.27% |
12,372
-99
|
|
||
91
Pfizer
PFE
$146B
| $8.13M | 0.27% |
318,994
-137
|
|
||
92
Vanguard Mid-Cap ETF
VO
$89.4B
| $7.71M | 0.25% |
26,241
+690
|
|
||
93
iShares US Financials ETF
IYF
$4.02B
| $7.57M | 0.25% |
59,755
-1,757
|
|
||
94
Comcast
CMCSA
$97.3B
| $7.36M | 0.24% |
234,147
-3,491
|
|
||
95
FedEx
FDX
$65B
| $7.31M | 0.24% |
30,993
-153
|
|
||
96
AbbVie
ABBV
$402B
| $7.25M | 0.24% |
31,308
+2,647
|
|
||
97
GXO Logistics
GXO
$5.81B
| $7.16M | 0.23% |
135,304
+1,650
|
|
||
98
Financial Select Sector SPDR Fund
XLF
$52.3B
| $6.47M | 0.21% |
120,192
+11,349
|
|
||
99
Alphabet (Google) Class C
GOOG
$3.86T
| $6.22M | 0.2% |
25,521
+1,236
|
|
||
100
Fidelity National Information Services
FIS
$34.1B
| $5.87M | 0.19% |
89,071
-857
|
|