Washington Trust Company is based out of Westerly. Their last reported 13F filing for Q4 2023 included $2,527,007,759 in managed 13F securities
and a top 10 holdings concentration of 30.65%. Washington Trust Company's largest holding is Apple Inc with shares held of 645,364. Whalewisdom has at least 100 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
PWR Quanta Services, Inc | 0.42% |
MSFT Microsoft Corp. | 0.22% |
VO VANGUARD MID-CAP IND | 0.22% |
MCD McDonalds Corp. | 0.2% |
VB VANGUARD SMALL-CAP I | 0.19% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
QCOM QUALCOMM Inc. | 0.51% |
EL Estee Lauder Compani | 0.46% |
VOO VANGUARD 500 INDEX F | 0.33% |
D Dominion Energy Inc | 0.21% |
VEU VANGUARD FTSE ALL-WO | 0.16% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 4.92% |
SPY SPDR S&P 500 ETF TRU | 4.28% |
MSFT Microsoft Corp. | 3.28% |
IWR iShares Russell Mid- | 3.07% |
IWM iShares Russell 2000 | 2.77% |
2023-12-31
13F Activity
Market Value | $2.53b, Prior: $2.27b |
New Purchases | 74 stocks |
Added To | 168 stocks |
Sold out of | 154 stocks |
Reduced holdings in | 224 stocks |
Top 10 Holdings % | 30.65% |
Turnover %[1] | 27.7% |
Turnover Alt %[2] | 2.8% |
Time Held Top 20 | 25.65 quarters |
Time Held Top 10 | 19 quarters |
Time Held All | 20.79 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31