WT
Washington Trust Portfolio holdings
AUM
$2.83B
This Quarter Return
-6.2%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.53B
AUM Growth
+$2.53B
(-5.2%)
Cap. Flow
+$52.6M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
29.9%
Holding
1,007
New
62
Increased
243
Reduced
215
Closed
66
Top Buys
| 1 |
ASML
ASML
|
$14.1M |
| 2 |
Live Nation Entertainment
LYV
|
$10.1M |
| 3 |
AT&T
T
|
$8.04M |
| 4 |
Amazon
AMZN
|
$3.25M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$2.46M |
Top Sells
| 1 |
CERN
Cerner Corp
CERN
|
$22.9M |
| 2 |
Universal Display
OLED
|
$11.6M |
| 3 |
TMX
Terminix Global Holdings, Inc.
TMX
|
$9.21M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.94M |
| 5 |
First Trust Managed Municipal ETF
FMB
|
$1.85M |
Sector Composition
| 1 | Technology | 22.59% |
| 2 | Financials | 13.62% |
| 3 | Healthcare | 10.67% |
| 4 | Consumer Discretionary | 8.17% |
| 5 | Industrials | 7.68% |