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WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
+2.93%
1 Year Est. Return
+22.49%
3 Year Est. Return
+74.3%
5 Year Est. Return
+87.12%
10 Year Est. Return
+356.17%
AUM
$3.06B
AUM Growth
+$11.8M
Cap. Flow
-$45.5M
Cap. Flow %
-1.49%
Top 10 Hldgs %
35.94%
Holding
282
New
8
Increased
59
Reduced
158
Closed
5

Top Buys

1
SRAD icon
Sportradar
SRAD
+$2.81M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.22M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.51M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1
PYPL icon
PayPal
PYPL
+$7.15M
2
NVDA icon
NVIDIA
NVDA
+$4.41M
3
AVGO icon
Broadcom
AVGO
+$4.29M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.17M
5
ELF icon
e.l.f. Beauty
ELF
+$3.54M

Sector Composition

1 Technology 25.56%
2 Financials 10.3%
3 Industrials 7.69%
4 Healthcare 7.68%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$146M 4.77%
537,097
-9,691
-2% -$2.6M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$137M 4.47%
200,729
-6,169
-3% -$4.17M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.33T
$127M 4.15%
405,442
-7,967
-2% -$2.28M
AVGO icon
4
Broadcom
AVGO
$1.78T
$126M 4.13%
365,456
-11,995
-3% -$4.29M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$974B
$106M 3.47%
169,390
+2,716
+2% +$1.69M
NVDA icon
6
NVIDIA
NVDA
$5.02T
$102M 3.32%
545,263
-23,712
-4% -$4.41M
MSFT icon
7
Microsoft
MSFT
$2.98T
$96.6M 3.16%
199,676
-3,383
-2% -$1.7M
AMZN icon
8
Amazon
AMZN
$2.69T
$93.4M 3.05%
404,597
-4,705
-1% -$1.08M
IWR icon
9
iShares Russell Mid-Cap ETF
IWR
$56.6B
$88.1M 2.88%
914,786
-13,507
-1% -$1.3M
IWM icon
10
iShares Russell 2000 ETF
IWM
$82.2B
$77.6M 2.53%
315,052
-4,499
-1% -$1.11M
V icon
11
Visa
V
$694B
$76.4M 2.5%
217,761
-2,529
-1% -$862K
JPM icon
12
JPMorgan Chase
JPM
$912B
$75.2M 2.46%
233,482
+3,427
+1% +$1.06M
IWB icon
13
iShares Russell 1000 ETF
IWB
$48B
$72.4M 2.37%
193,808
-1,064
-0.5% -$394K
TMO icon
14
Thermo Fisher Scientific
TMO
$202B
$54.3M 1.78%
93,758
-1,359
-1% -$769K
MDY icon
15
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$51.8M 1.69%
85,815
-2,112
-2% -$1.26M
META icon
16
Meta Platforms (Facebook)
META
$1.69T
$50.2M 1.64%
75,994
-796
-1% -$532K
HD icon
17
Home Depot
HD
$347B
$39.8M 1.3%
115,717
-437
-0.4% -$160K
PANW icon
18
Palo Alto Networks
PANW
$289B
$35.7M 1.17%
193,692
-2,870
-1% -$579K
TJX icon
19
TJX Companies
TJX
$171B
$35M 1.14%
227,991
-2,061
-0.9% -$305K
RTX icon
20
RTX Corp
RTX
$262B
$34.2M 1.12%
186,287
-2,278
-1% -$396K
KLAC icon
21
KLA
KLAC
$287B
$33.4M 1.09%
274,890
+1,440
+0.5% +$169K
WMT icon
22
Walmart Inc
WMT
$915B
$31.6M 1.03%
283,996
-3,702
-1% -$397K
VYM icon
23
Vanguard High Dividend Yield ETF
VYM
$80B
$31.4M 1.03%
218,515
+1,990
+0.9% +$283K
WAB icon
24
Wabtec
WAB
$44.8B
$29.2M 0.95%
136,586
-1,204
-0.9% -$247K
NEE icon
25
NextEra Energy
NEE
$186B
$26.6M 0.87%
331,954
+7
+0% +$580
1
2 3 4 5

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JWCA
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MP
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ATC
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SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
VGM
Voyager Global Management New York $2.94B AUM 9.74% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return

Washington Trust's Q4 2025 Portfolio in Review

As of Q4 2025, Washington Trust held 282 positions worth $3.06B, up 0.39% from $3.05B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.6%. Washington Trust opened 8 new positions and exited 5, leaving the 282-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 26% a quarter earlier, followed by Financials and Industrials.

  • Washington Trust's largest Q4 2025 buy was Sportradar: 116,630 shares worth $2.77M.
  • Washington Trust added most to iShares Core S&P Mid-Cap ETF in Q4 2025, an estimated $2.22M increase.
  • Washington Trust's biggest Q4 2025 reduction was PayPal, cutting an estimated $7.15M.
  • Washington Trust fully exited DuPont de Nemours in Q4 2025, selling an estimated $431K.
  • Washington Trust's ten largest holdings make up 36% of its $3.06B portfolio in Q4 2025.
  • Washington Trust opened 8 new positions and closed 5 in Q4 2025.
  • Washington Trust's portfolio value rose 0.39% quarter-over-quarter to $3.06B.

Based on Washington Trust's 13F filing for Q4 2025, filed 10 Feb 2026.