WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+14.42%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.79B
AUM Growth
+$215M
(+14%)
Cap. Flow
-$29.4M
Cap. Flow
% of AUM
-1.64%
Top 10 Holdings %
Top 10 Hldgs %
28.68%
Holding
229
New
9
Increased
54
Reduced
125
Closed
9
Top Buys
| 1 |
Broadcom
AVGO
|
+$11.8M |
| 2 |
RTN
Raytheon Company
RTN
|
+$9.89M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.85M |
| 4 |
Procter & Gamble
PG
|
+$3.38M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.87M |
Top Sells
| 1 |
Microchip Technology
MCHP
|
+$8.73M |
| 2 |
CELG
Celgene Corp
CELG
|
+$6.42M |
| 3 |
RPM International
RPM
|
+$5.55M |
| 4 |
RHT
Red Hat Inc
RHT
|
+$5.12M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$4.98M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Technology | 13.65% |
| 3 | Consumer Discretionary | 10.27% |
| 4 | Healthcare | 9.31% |
| 5 | Industrials | 9.09% |
