WT
Washington Trust Portfolio holdings
AUM
$2.83B
1-Year Return
19.47%
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
$2.73B
AUM Growth
+$11.8M
(+0.43%)
Cap. Flow
-$59.5M
Cap. Flow
% of AUM
-2.18%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
914
New
71
Increased
155
Reduced
243
Closed
46
Top Buys
| 1 |
Zoetis
ZTS
|
+$11.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.71M |
| 3 |
TE Connectivity
TEL
|
+$2.29M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.21M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.11M |
Top Sells
| 1 |
CVS Health
CVS
|
+$13M |
| 2 |
NVIDIA
NVDA
|
+$4.82M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.42M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$3.35M |
| 5 |
Apple
AAPL
|
+$3.24M |
Sector Composition
| 1 | Technology | 24.56% |
| 2 | Financials | 9.6% |
| 3 | Healthcare | 9.16% |
| 4 | Industrials | 7.95% |
| 5 | Consumer Discretionary | 7.61% |
