WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+1.84%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$1.87B
AUM Growth
+$42M
(+2.3%)
Cap. Flow
-$16.3M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
29.14%
Holding
249
New
12
Increased
55
Reduced
135
Closed
27
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$10.1M |
| 2 |
IAA
IAA, Inc. Common Stock
IAA
|
$8.55M |
| 3 |
Salesforce
CRM
|
$8.14M |
| 4 |
Uber
UBER
|
$7.99M |
| 5 |
DuPont de Nemours
DD
|
$6.11M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$21.2M |
| 2 |
Aecom
ACM
|
$16.7M |
| 3 |
EOG Resources
EOG
|
$3.9M |
| 4 |
Schlumberger
SLB
|
$3.89M |
| 5 |
Occidental Petroleum
OXY
|
$3.47M |
Sector Composition
| 1 | Financials | 16.9% |
| 2 | Technology | 15.95% |
| 3 | Consumer Discretionary | 10.27% |
| 4 | Healthcare | 9.72% |
| 5 | Industrials | 7.52% |
