WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+3.31%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.51B
AUM Growth
+$51.3M
(+3.5%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
24.04%
Holding
224
New
15
Increased
90
Reduced
85
Closed
11
Top Buys
| 1 |
Schlumberger
SLB
|
$13.2M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$8.24M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$6.38M |
| 4 |
Medtronic
MDT
|
$5.88M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$4.35M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$15.3M |
| 2 |
NOV
NOV
|
$12.7M |
| 3 |
DNOW Inc
DNOW
|
$8.3M |
| 4 |
Baxter International
BAX
|
$5.31M |
| 5 |
Caterpillar
CAT
|
$4.68M |
Sector Composition
| 1 | Healthcare | 15% |
| 2 | Financials | 14.02% |
| 3 | Technology | 12.55% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 6.4% |
