Washington Trust CO Portfolio Holdings
Washington Trust CO
- $2.83 Billion
- Q3 2024
Washington Trust CO has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.83 Billion distributed in 1299 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $143M, Spdr S&P 500 ETF Trust with a value of $123M, Microsoft Corp with a value of $92.8M, Ishares Russell Mid Cap ETF with a value of $86.7M, and Nvidia Corp with a value of $82.3M.
Examining the 13F form we can see an increase of $115M in the current position value, from $2.71B to 2.83B.
Below you can find more details about Washington Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$2.83 Billion
ETFs: $775 Million
Technology: $647 Million
Financial Services: $285 Million
Healthcare: $268 Million
Industrials: $231 Million
Consumer Cyclical: $221 Million
Communication Services: $180 Million
Consumer Defensive: $128 Million
Other: $92.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 1,299
- Current Value $2.83 Billion
- Prior Value $2.71 Billion
- Filing
- Period Q3 2024
- Filing Date October 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 26 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 255 stocks