WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+1.68%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.48B
AUM Growth
-$19.1M
(-1.3%)
Cap. Flow
-$28.5M
Cap. Flow
% of AUM
-1.92%
Top 10 Holdings %
Top 10 Hldgs %
23.81%
Holding
217
New
10
Increased
70
Reduced
101
Closed
10
Top Buys
| 1 |
Analog Devices
ADI
|
$4.88M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.82M |
| 3 |
CERN
Cerner Corp
CERN
|
$3.47M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$2.58M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.88M |
Top Sells
| 1 |
Roper Technologies
ROP
|
$19.1M |
| 2 |
BorgWarner
BWA
|
$10.2M |
| 3 |
MetLife
MET
|
$4.17M |
| 4 |
Exxon Mobil
XOM
|
$1.92M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.28M |
Sector Composition
| 1 | Financials | 14.73% |
| 2 | Healthcare | 14.57% |
| 3 | Technology | 11.2% |
| 4 | Industrials | 8.96% |
| 5 | Communication Services | 7.68% |
