WT
Washington Trust Portfolio holdings
AUM
$2.83B
This Quarter Return
+3.99%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.55B
AUM Growth
+$1.55B
(+1.6%)
Cap. Flow
-$8.68M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
24.41%
Holding
218
New
7
Increased
71
Reduced
98
Closed
3
Top Buys
| 1 |
Chevron
CVX
|
$7.9M |
| 2 |
GE Aerospace
GE
|
$7.51M |
| 3 |
Chubb
CB
|
$5.62M |
| 4 |
Truist Financial
TFC
|
$4.8M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$4.55M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$11.3M |
| 2 |
Wells Fargo
WFC
|
$4.56M |
| 3 |
Perrigo
PRGO
|
$4.06M |
| 4 |
SE
Spectra Energy Corp Wi
SE
|
$2.58M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.42M |
Sector Composition
| 1 | Financials | 17.67% |
| 2 | Healthcare | 12.15% |
| 3 | Technology | 11.64% |
| 4 | Industrials | 9.69% |
| 5 | Communication Services | 8.3% |
