WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
-17.23%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.1B
AUM Growth
-$440M
(-17%)
Cap. Flow
+$77.1M
Cap. Flow
% of AUM
3.68%
Top 10 Holdings %
Top 10 Hldgs %
27.62%
Holding
989
New
809
Increased
97
Reduced
78
Closed
–
Top Buys
| 1 |
Becton Dickinson
BDX
|
$21.6M |
| 2 |
Sysco
SYY
|
$7.07M |
| 3 |
Truist Financial
TFC
|
$6.47M |
| 4 |
Adobe
ADBE
|
$5.66M |
| 5 |
S&P Global
SPGI
|
$5.49M |
Top Sells
| 1 |
Boeing
BA
|
$13.7M |
| 2 |
Exxon Mobil
XOM
|
$7.52M |
| 3 |
Booking.com
BKNG
|
$7.35M |
| 4 |
Chevron
CVX
|
$7.34M |
| 5 |
American International
AIG
|
$5.03M |
Sector Composition
| 1 | Technology | 17.2% |
| 2 | Financials | 14.48% |
| 3 | Healthcare | 13.18% |
| 4 | Consumer Discretionary | 10.99% |
| 5 | Communication Services | 7.94% |