WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.51M
5
JPM icon
JPMorgan Chase
JPM
+$1.3M

Top Sells

1
+$11.7M
2
+$3.2M
3
+$2.62M
4
IYF icon
iShares US Financials ETF
IYF
+$2.31M
5
J icon
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
VB icon
101
Vanguard Small-Cap ETF
VB
$67B
$4.58M 0.16%
19,330
-3,379
VV icon
102
Vanguard Large-Cap ETF
VV
$45.8B
$4.57M 0.16%
16,025
-55
CTSH icon
103
Cognizant
CTSH
$32B
$4.49M 0.16%
57,490
-3,027
BRK.A icon
104
Berkshire Hathaway Class A
BRK.A
$1.05T
$4.37M 0.15%
6
GOOG icon
105
Alphabet (Google) Class C
GOOG
$3.05T
$4.31M 0.15%
24,285
+841
ORCL icon
106
Oracle
ORCL
$892B
$4.21M 0.15%
19,257
+83
IBM icon
107
IBM
IBM
$257B
$4.01M 0.14%
13,605
+1
IWV icon
108
iShares Russell 3000 ETF
IWV
$17B
$3.5M 0.12%
9,961
-35
DE icon
109
Deere & Co
DE
$124B
$3.5M 0.12%
6,876
-50
AMGN icon
110
Amgen
AMGN
$159B
$3.35M 0.12%
11,981
-2,062
RSP icon
111
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
$3.31M 0.12%
18,206
+2,097
AES icon
112
AES
AES
$10.6B
$3.26M 0.12%
309,795
+17,754
DFUV icon
113
Dimensional US Marketwide Value ETF
DFUV
$12.1B
$3.18M 0.11%
75,104
HEI.A icon
114
HEICO Corp Class A
HEI.A
$33.3B
$3.07M 0.11%
11,858
-591
ROP icon
115
Roper Technologies
ROP
$53.8B
$3.03M 0.11%
5,344
-54
T icon
116
AT&T
T
$187B
$2.94M 0.1%
101,436
-4,878
SCHP icon
117
Schwab US TIPS ETF
SCHP
$14.4B
$2.61M 0.09%
97,854
-1,311
XLE icon
118
Energy Select Sector SPDR Fund
XLE
$25.6B
$2.56M 0.09%
30,193
-275
MRK icon
119
Merck
MRK
$210B
$2.32M 0.08%
29,360
+630
SYY icon
120
Sysco
SYY
$37.7B
$2.15M 0.08%
28,404
-154,638
UNP icon
121
Union Pacific
UNP
$133B
$2.14M 0.08%
9,301
-610
VEA icon
122
Vanguard FTSE Developed Markets ETF
VEA
$178B
$2.07M 0.07%
36,230
-51
KO icon
123
Coca-Cola
KO
$291B
$2.06M 0.07%
29,069
+131
PAYX icon
124
Paychex
PAYX
$45.5B
$1.97M 0.07%
13,539
-213
IWF icon
125
iShares Russell 1000 Growth ETF
IWF
$122B
$1.94M 0.07%
4,563
-12
3 4
5
6 7