WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+4.11%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.64B
AUM Growth
+$63.5M
(+4%)
Cap. Flow
+$8.58M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
24.91%
Holding
219
New
10
Increased
97
Reduced
69
Closed
6
Top Buys
| 1 |
RHT
Red Hat Inc
RHT
|
$16.7M |
| 2 |
Honeywell
HON
|
$5.84M |
| 3 |
Henry Schein
HSIC
|
$4.24M |
| 4 |
General Dynamics
GD
|
$4.11M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$2.6M |
Top Sells
| 1 |
MBLY
Mobileye N.V.
MBLY
|
$19.8M |
| 2 |
GE Aerospace
GE
|
$13M |
| 3 |
Cognizant
CTSH
|
$4.63M |
| 4 |
Wells Fargo
WFC
|
$3.56M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$1.58M |
Sector Composition
| 1 | Financials | 17.68% |
| 2 | Healthcare | 12.04% |
| 3 | Technology | 10.32% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Communication Services | 9.21% |
