WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+0.35%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$3.55B
AUM Growth
+$1.34M
(+0.04%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
26.32%
Holding
1,115
New
60
Increased
224
Reduced
248
Closed
42
Top Buys
| 1 |
Qualcomm
QCOM
|
$10.1M |
| 2 |
Brookfield Renewable
BEPC
|
$4.84M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.08M |
| 4 |
Sphere Entertainment
SPHR
|
$4.03M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.65M |
Top Sells
| 1 |
Alibaba
BABA
|
$16.9M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.3M |
| 3 |
Apple
AAPL
|
$2.1M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.1M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.58M |
Sector Composition
| 1 | Technology | 18.8% |
| 2 | Financials | 14.09% |
| 3 | Healthcare | 12.16% |
| 4 | Consumer Discretionary | 9.67% |
| 5 | Communication Services | 8.93% |
