WT
| |
WASHINGTON TRUST Co13F | |
| WASHINGTON TRUST Co | |
| Last update 2025-04-25 | 764 Stocks (22 new) |
| Value $2.61 Bil | Turnover 2 % |
WASHINGTON TRUST Co Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 552,787 | 122,790.7 | -7.53% | 4.710 | -0.40% | 0.000 | +8.98% | -15.36% | 3,158,031.0 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 205,751 | 115,095.1 | -3.33% | 4.410 | -0.15% | 0.020 | +18.75% | +6.83% | 637,949.2 | ||
VOO | Vanguard S&P 500 ETF | 158,246 | 81,324.2 | +6.34% | 3.120 | +0.19% | 0.010 | +18.74% | +6.86% | 655,198.5 | ||
IWR | iShares Russell Mid-Cap ETF | 938,529 | 79,840.7 | -2.99% | 3.060 | -0.09% | 0.210 | +16.19% | +5.10% | 42,342.6 | ||
V | Visa Inc | 225,660 | 79,084.7 | -2.59% | 3.030 | -0.07% | 0.010 | +4.90% | +10.16% | 677,854.8 | Credit Services | |
MSFT | Microsoft Corp | 210,201 | 78,907.3 | -0.92% | 3.020 | -0.03% | 0.000 | +35.71% | +19.89% | 3,741,542.6 | Software | |
AMZN | Amazon.com Inc | 409,696 | 77,948.8 | -3.12% | 2.990 | -0.10% | 0.000 | +28.75% | +2.31% | 2,382,840.3 | Retail - Cyclical | |
AVGO | Broadcom Inc | 397,341 | 66,526.8 | -4.28% | 2.550 | -0.15% | 0.010 | +59.65% | +20.60% | 1,308,082.3 | Semiconductors | |
NVDA | NVIDIA Corp | 609,542 | 66,062.2 | -4.87% | 2.530 | -0.15% | 0.000 | +63.00% | +26.84% | 4,153,444.8 | Semiconductors | |
IWM | iShares Russell 2000 ETF | 324,386 | 64,711.8 | -2.22% | 2.480 | -0.06% | 0.100 | +19.05% | -0.12% | 65,736.4 |
WASHINGTON TRUST Co's Historical Top Holdings Breakdowns
WASHINGTON TRUST Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BLK | BlackRock Inc | 2025-03-31 | Add Add | +0.89% | 900.46 ($980.1) 1075.5 | $1,069.00 | 9.07% | Add 7545.85% | 24,849 | 24,524 | |
IYF | iShares U.S. Financials ETF | 2025-03-31 | Reduce Reduce | -0.63% | 107.69 ($114.54) 119.37 | $120.71 | 5.39% | Reduce -66.38% | 80,607 | -159,139 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.40% | 209.68 ($231.67) 247.1 | $211.44 | -8.73% | Reduce -7.53% | 552,787 | -44,998 | |
APTV | Aptiv PLC | 2025-03-31 | New Buy New Buy | +0.35% | 59.35 ($63.38) 67.62 | $69.55 | 9.73% | New holding | 154,462 | 154,462 | |
BA | Boeing Co | 2025-03-31 | Reduce Reduce | -0.30% | 148.15 ($173.09) 186.25 | $230.30 | 33.05% | Reduce -91.33% | 4,561 | -48,059 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Add Add | +0.29% | 225.19 ($254.94) 279.95 | $287.52 | 12.78% | Add 16.48% | 220,937 | 31,261 | |
CPRT | Copart Inc | 2025-03-31 | Add Add | +0.25% | 52.3 ($56.28) 59.83 | $46.05 | -18.18% | Add 193.94% | 176,742 | 116,614 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.19% | 507.05 ($540.58) 563.67 | $572.03 | 5.82% | Add 6.34% | 158,246 | 9,433 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.15% | 167.43 ($211.65) 244.7 | $278.94 | 31.79% | Reduce -4.28% | 397,341 | -17,770 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.15% | 106.98 ($126.74) 149.43 | $170.12 | 34.23% | Reduce -4.87% | 609,542 | -31,207 |
WASHINGTON TRUST Co Total Holding History ($B)
WASHINGTON TRUST Co's Asset Allocation
WASHINGTON TRUST Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WASHINGTON TRUST Co's Hypothetical Growth since 2025-03-31
WASHINGTON TRUST Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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WASHINGTON TRUST Co's Holdings Heat Map
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WASHINGTON TRUST Co's Holdings Bubble Chart
WASHINGTON TRUST Co News
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