WT
Washington Trust Portfolio holdings
AUM
$2.83B
This Quarter Return
+6.01%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.46B
AUM Growth
+$1.46B
(+6.7%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
23.31%
Holding
217
New
28
Increased
105
Reduced
62
Closed
7
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$10.5M |
| 2 |
Meta Platforms (Facebook)
META
|
$9.83M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.43M |
| 4 |
Boeing
BA
|
$5.06M |
| 5 |
Intel
INTC
|
$5.05M |
Top Sells
| 1 |
TFM
THE FRESH MARKET, INC COM STK
TFM
|
$12.5M |
| 2 |
Healthcare Services Group
HCSG
|
$6.45M |
| 3 |
Ingredion
INGR
|
$5.05M |
| 4 |
Qualcomm
QCOM
|
$4.84M |
| 5 |
Tapestry
TPR
|
$4.76M |
Sector Composition
| 1 | Financials | 14.86% |
| 2 | Healthcare | 14.07% |
| 3 | Technology | 13.13% |
| 4 | Industrials | 11.69% |
| 5 | Consumer Discretionary | 5.81% |
