WT
Washington Trust Portfolio holdings
AUM
$2.83B
This Quarter Return
+6.28%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.78B
AUM Growth
+$1.78B
(+5.7%)
Cap. Flow
+$9.65M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
26.31%
Holding
233
New
11
Increased
108
Reduced
64
Closed
4
Top Buys
| 1 |
DuPont de Nemours
DD
|
$14.8M |
| 2 |
General Motors
GM
|
$8.34M |
| 3 |
Walmart
WMT
|
$6.85M |
| 4 |
Starbucks
SBUX
|
$6.32M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$5.07M |
Top Sells
| 1 |
Omnicom Group
OMC
|
$22.5M |
| 2 |
Aptiv
APTV
|
$17.7M |
| 3 |
IQVIA
IQV
|
$9.51M |
| 4 |
CVS Health
CVS
|
$9.33M |
| 5 |
Henry Schein
HSIC
|
$4.51M |
Sector Composition
| 1 | Financials | 18.74% |
| 2 | Technology | 11.77% |
| 3 | Healthcare | 9.93% |
| 4 | Consumer Discretionary | 9.31% |
| 5 | Industrials | 8.45% |
