WT
Washington Trust Portfolio holdings
AUM
$2.83B
This Quarter Return
-0.24%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.36B
AUM Growth
+$1.36B
(-0.01%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
22.63%
Holding
196
New
6
Increased
55
Reduced
95
Closed
7
Top Buys
| 1 |
Aptiv
APTV
|
$13.6M |
| 2 |
Arthur J. Gallagher & Co
AJG
|
$6.28M |
| 3 |
MetLife
MET
|
$5.83M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$1.93M |
| 5 |
Comcast
CMCSA
|
$1.79M |
Top Sells
| 1 |
McDonald's
MCD
|
$6.87M |
| 2 |
Fidelity National Information Services
FIS
|
$5.93M |
| 3 |
BorgWarner
BWA
|
$5.66M |
| 4 |
Apple
AAPL
|
$2.02M |
| 5 |
Chevron
CVX
|
$1.71M |
Sector Composition
| 1 | Financials | 14.34% |
| 2 | Healthcare | 13.86% |
| 3 | Technology | 13.59% |
| 4 | Industrials | 11.36% |
| 5 | Energy | 6.43% |
