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Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
+7.99%
1 Year Est. Return
+22.49%
3 Year Est. Return
+74.3%
5 Year Est. Return
+87.12%
10 Year Est. Return
+356.17%
AUM
$3.05B
AUM Growth
+$219M
Cap. Flow
+$27M
Cap. Flow %
0.88%
Top 10 Hldgs %
35.18%
Holding
278
New
21
Increased
119
Reduced
88
Closed
4

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$10.2M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.97M
3
GD icon
General Dynamics
GD
+$2.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.36M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.72M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.55M
2
AVGO icon
Broadcom
AVGO
+$3.18M
3
MSFT icon
Microsoft
MSFT
+$2.79M
4
SPGI icon
S&P Global
SPGI
+$1.16M
5
IQV icon
IQVIA
IQV
+$945K

Sector Composition

Rank Sector Weight
1 Technology 25.75%
2 Financials 10.4%
3 Industrials 7.9%
4 Consumer Discretionary 7.67%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FISV
176
Fiserv Inc
FISV
$27.2B
$667K 0.02%
5,172
+175
+4% +$25.1K
ETN icon
177
Eaton
ETN
$157B
$661K 0.02%
1,766
+180
+11% +$65.5K
AFL icon
178
Aflac
AFL
$63.9B
$659K 0.02%
5,903
+63
+1% +$6.62K
CARR icon
179
Carrier Global
CARR
$57.2B
$653K 0.02%
10,944
+4,396
+67% +$299K
STIP icon
180
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$643K 0.02%
6,223
-200
-3% -$20.6K
MCHP icon
181
Microchip Technology
MCHP
$42.8B
$629K 0.02%
9,795
– –
KMB icon
182
Kimberly-Clark
KMB
$36.4B
$616K 0.02%
4,953
+936
+23% +$121K
EMR icon
183
Emerson Electric
EMR
$82.9B
$605K 0.02%
4,613
-140
-3% -$19.1K
IWS icon
184
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$603K 0.02%
4,317
– –
NSC icon
185
Norfolk Southern
NSC
$78.8B
$595K 0.02%
+1,980
New +$550K
NVS icon
186
Novartis
NVS
$295B
$587K 0.02%
4,581
– –
TSM icon
187
TSMC
TSM
$2.09T
$583K 0.02%
2,088
+241
+13% +$58.9K
HIG icon
188
Hartford Financial Services
HIG
$38.5B
$580K 0.02%
4,350
+600
+16% +$77K
CVS icon
189
CVS Health
CVS
$137B
$579K 0.02%
7,685
-1
-0% -$69
XLI icon
190
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$578K 0.02%
3,747
– –
TRMB icon
191
Trimble
TRMB
$12.3B
$571K 0.02%
6,989
– –
IRM icon
192
Iron Mountain
IRM
$38.2B
$569K 0.02%
5,586
– –
CMI icon
193
Cummins
CMI
$91.7B
$550K 0.02%
1,302
+12
+0.9% +$4.6K
IAU icon
194
iShares Gold Trust
IAU
$63B
$547K 0.02%
7,510
– –
URI icon
195
United Rentals
URI
$71.1B
$508K 0.02%
+532
New +$474K
UNH icon
196
UnitedHealth
UNH
$382B
$506K 0.02%
1,465
+180
+14% +$54.4K
COP icon
197
ConocoPhillips
COP
$147B
$502K 0.02%
5,304
-101
-2% -$9.55K
MMM icon
198
3M
MMM
$89B
$501K 0.02%
3,229
-1,201
-27% -$185K
NKE icon
199
Nike
NKE
$61.9B
$497K 0.02%
7,132
-249
-3% -$18.6K
TXT icon
200
Textron
TXT
$16.6B
$496K 0.02%
5,872
+500
+9% +$40.7K
6 7
8
9 10

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SHGA
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FNT
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Washington Trust's Q3 2025 Portfolio in Review

As of Q3 2025, Washington Trust held 278 positions worth $3.05B, up 7.8% from $2.83B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Washington Trust's Q3 2025 filing shows 21 new, 119 increased, 88 reduced and 4 closed positions. Its largest new stake was Norfolk Southern: 1,980 shares worth $595K. The largest sale was NVIDIA, an estimated $3.55M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.

  • Washington Trust's largest Q3 2025 buy was Norfolk Southern: 1,980 shares worth $595K.
  • Washington Trust added most to Berkshire Hathaway Class A in Q3 2025, an estimated $10.2M increase.
  • Washington Trust's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.55M.
  • Washington Trust fully exited Ansys in Q3 2025, selling an estimated $541K.
  • Washington Trust's ten largest holdings make up 35% of its $3.05B portfolio in Q3 2025.
  • Washington Trust opened 21 new positions and closed 4 in Q3 2025.
  • Washington Trust's portfolio value rose 7.8% quarter-over-quarter to $3.05B.

Based on Washington Trust's 13F filing for Q3 2025, filed 12 Nov 2025.