WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
This Quarter Return
+8.64%
1 Year Return
+19.47%
3 Year Return
+78.12%
5 Year Return
+129.76%
10 Year Return
+314.3%
AUM
$2.54B
AUM Growth
+$670M
(+36%)
Cap. Flow
+$564M
Cap. Flow
% of AUM
22.22%
Top 10 Holdings %
Top 10 Hldgs %
27.21%
Holding
249
New
27
Increased
132
Reduced
17
Closed
69
Top Buys
| 1 |
Apple
AAPL
|
$35.8M |
| 2 |
Visa
V
|
$28.6M |
| 3 |
ResMed
RMD
|
$23.9M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$23.4M |
| 5 |
Amazon
AMZN
|
$23.1M |
Top Sells
| 1 |
Truist Financial
TFC
|
$11.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.91M |
| 3 |
S&P Global
SPGI
|
$1.74M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$1.6M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.37M |
Sector Composition
| 1 | Technology | 16.39% |
| 2 | Financials | 15.77% |
| 3 | Consumer Discretionary | 11.65% |
| 4 | Healthcare | 10.87% |
| 5 | Industrials | 8.67% |
