WASHINGTON TRUST Co

data from 30/09/2025

Capitalization

$ 3.048 B 7.75 %

Average holding period

33 ans

Performance

$ 3.280 B 82 475.78 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WASHINGTON TRUST Co

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 4.57% 139.229 M $ 546788 2013/03/31 27.092 M $ 24.11 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 4.52% 137.831 M $ 206898 2013/03/31 9.937 M $ 7.82 %
2025/09/30 AVGO BROADCOM INC 4.09% 124.525 M $ 377451 2019/03/31 21.044 M $ 19.68 %
2025/09/30 NVDA NVIDIA CORP 3.48% 106.159 M $ 568975 2018/06/30 16.849 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 3.45% 105.174 M $ 203059 2013/03/31 4.283 M $ 4.13 %
2025/09/30 VOO VANGUARD S&P 500 ETF 3.35% 102.068 M $ 166674 2018/06/30 7.215 M $ 7.81 %
2025/09/30 GOOGL ALPHABET INC-CL A 3.30% 100.500 M $ 413409 2015/12/31 27.710 M $ 37.94 %
2025/09/30 AMZN AMAZON.COM INC 2.95% 89.870 M $ 409302 2013/12/31 73.458 K $ 0.08 %
2025/09/30 IWR ISHARES RUSSELL MID-CAP ETF 2.94% 89.627 M $ 928293 2013/03/31 4.250 M $ 4.98 %
2025/09/30 IWM ISHARES RUSSELL 2000 ETF 2.54% 77.319 M $ 319551 2013/03/31 8.393 M $ 12.13 %
2025/09/30 V VISA INC-CLASS A SHARES 2.47% 75.203 M $ 220290 2013/03/31 -3.043 M $ -3.85 %
2025/09/30 JPM JPMORGAN CHASE & CO 2.38% 72.566 M $ 230055 2013/03/31 5.752 M $ 8.80 %
2025/09/30 IWB ISHARES RUSSELL 1000 ETF 2.34% 71.222 M $ 194872 2013/03/31 5.066 M $ 7.63 %
2025/09/30 META META PLATFORMS INC-CLASS A 1.85% 56.393 M $ 76790 2014/12/31 -287.298 K $ -0.50 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TRST 1.72% 52.407 M $ 87927 2013/03/31 2.608 M $ 5.22 %
2025/09/30 HD HOME DEPOT INC 1.54% 47.064 M $ 116154 2013/03/31 4.464 M $ 10.51 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 1.51% 46.134 M $ 95117 2013/03/31 7.593 M $ 19.62 %
2025/09/30 PANW PALO ALTO NETWORKS INC 1.31% 40.024 M $ 196562 2019/09/30 -200.622 K $ -0.50 %
2025/09/30 TJX TJX COMPANIES INC 1.09% 33.252 M $ 230052 2013/03/31 4.883 M $ 17.05 %
2025/09/30 RTX RTX CORP 1.04% 31.553 M $ 188565 2020/06/30 3.929 M $ 14.59 %
2025/09/30 VYM VANGUARD HIGH DVD YIELD ETF 1.00% 30.519 M $ 216525 2013/03/31 1.614 M $ 5.73 %
2025/09/30 WMT WALMART INC 0.97% 29.650 M $ 287698 2013/03/31 1.505 M $ 5.40 %
2025/09/30 KLAC KLA CORP 0.97% 29.494 M $ 27345 2017/03/31 5.088 M $ 20.41 %
2025/09/30 BLK BLACKROCK INC 0.95% 28.946 M $ 24828 2025/03/31 2.887 M $ 11.11 %
2025/09/30 WAB WABTEC CORP 0.91% 27.623 M $ 137790 2020/03/31 -1.220 M $ -4.24 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.86% 26.354 M $ 28471 2013/03/31 -1.819 M $ -6.50 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.86% 26.255 M $ 267995 2019/09/30 1.244 M $ 5.01 %
2025/09/30 IEFA ISHARES CORE MSCI EAFE ETF 0.85% 25.903 M $ 296681 2018/06/30 1.090 M $ 4.59 %
2025/09/30 NEE NEXTERA ENERGY INC 0.82% 25.059 M $ 331947 2013/03/31 1.988 M $ 8.74 %
2025/09/30 PWR QUANTA SERVICES INC 0.77% 23.358 M $ 56364 2019/12/31 2.034 M $ 9.61 %
2025/09/30 ADI ANALOG DEVICES INC 0.77% 23.324 M $ 94930 2015/03/31 743.723 K $ 3.23 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.76% 23.152 M $ 4288 2018/03/31 -1.649 M $ -6.74 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.76% 23.121 M $ 124694 2013/03/31 4.071 M $ 21.39 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING 0.70% 21.379 M $ 72841 2013/03/31 -1.116 M $ -4.83 %
2025/09/30 BX BLACKSTONE INC 0.68% 20.797 M $ 121729 2020/03/31 2.611 M $ 14.22 %
2025/09/30 MMC MARSH & MCLENNAN COS 0.68% 20.686 M $ 102646 2018/06/30 -1.730 M $ -7.83 %
2025/09/30 SPGI S&P GLOBAL INC 0.67% 20.431 M $ 41978 2016/12/31 -1.791 M $ -7.70 %
2025/09/30 IEMG ISHARES CORE MSCI EMERGING 0.66% 20.058 M $ 304272 2013/06/30 1.772 M $ 9.81 %
2025/09/30 SYK STRYKER CORP 0.65% 19.852 M $ 53701 2020/03/31 -1.387 M $ -6.56 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.65% 19.701 M $ 120572 2020/06/30 1.453 M $ 8.01 %
2025/09/30 IJR ISHARES CORE S&P SMALL-CAP E 0.64% 19.604 M $ 164979 2014/12/31 1.568 M $ 8.73 %
2025/09/30 ACN ACCENTURE PLC-CL A 0.64% 19.415 M $ 78732 2014/03/31 -4.074 M $ -17.49 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.64% 19.395 M $ 43367 2020/03/31 -4.147 M $ -17.70 %
2025/09/30 ASML ASML HOLDING NV-NY REG SHS 0.63% 19.320 M $ 19956 2020/03/31 3.326 M $ 20.80 %
2025/09/30 VTI VANGUARD TOTAL STOCK MKT ETF 0.61% 18.642 M $ 56807 2020/03/31 1.310 M $ 7.98 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.61% 18.515 M $ 73617 2018/06/30 -4.410 M $ -19.26 %
2025/09/30 ABT ABBOTT LABORATORIES 0.60% 18.424 M $ 137557 2013/03/31 -277.199 K $ -1.52 %
2025/09/30 IJH ISHARES CORE S&P MIDCAP ETF 0.60% 18.403 M $ 281990 2015/03/31 838.168 K $ 5.22 %
2025/09/30 IQV IQVIA HOLDINGS INC 0.59% 17.914 M $ 94316 2017/12/31 3.219 M $ 20.53 %
2025/09/30 ELF ELF BEAUTY INC 0.59% 17.864 M $ 134840 2024/12/31 1.060 M $ 6.46 %
2025/09/30 J JACOBS SOLUTIONS INC 0.56% 17.035 M $ 113674 2022/12/31 2.079 M $ 14.01 %
2025/09/30 CRM SALESFORCE INC 0.55% 16.820 M $ 70970 2017/06/30 -2.543 M $ -13.09 %
2025/09/30 EQIX EQUINIX INC 0.55% 16.797 M $ 21446 2016/03/31 -261.024 K $ -1.54 %
2025/09/30 AGG ISHARES CORE U.S. AGGREGATE 0.55% 16.743 M $ 167012 2013/03/31 168.501 K $ 1.06 %
2025/09/30 GVI ISHARES INTERMEDIATE GOVERNM 0.55% 16.610 M $ 154605 2013/03/31 98.720 K $ 0.61 %
2025/09/30 HON HONEYWELL INTERNATIONAL INC 0.54% 16.348 M $ 77665 2013/03/31 -1.721 M $ -9.61 %
2025/09/30 GLW CORNING INC 0.51% 15.628 M $ 190510 2017/09/30 5.548 M $ 55.98 %
2025/09/30 CSCO CISCO SYSTEMS INC 0.51% 15.547 M $ 227235 2013/03/31 -214.861 K $ -1.38 %
2025/09/30 VIG VANGUARD DIVIDEND APPREC ETF 0.51% 15.401 M $ 71368 2016/09/30 702.305 K $ 5.43 %
2025/09/30 DIS WALT DISNEY CO/THE 0.50% 15.340 M $ 133972 2013/03/31 -1.243 M $ -7.67 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.50% 15.234 M $ 30516 2014/12/31 1.106 M $ 7.79 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC-CL A 0.49% 15.084 M $ 20 2013/03/31 152.400 K $ 3.49 %
2025/09/30 WSO WATSCO INC 0.49% 15.044 M $ 37209 2013/03/31 -1.402 M $ -8.45 %
2025/09/30 CB CHUBB LTD 0.48% 14.638 M $ 51863 2016/06/30 -382.590 K $ -2.58 %
2025/09/30 MDLZ MONDELEZ INTERNATIONAL INC-A 0.48% 14.620 M $ 234034 2018/06/30 -1.139 M $ -7.37 %
2025/09/30 LLY ELI LILLY & CO 0.47% 14.347 M $ 18803 2014/12/31 -308.020 K $ -2.12 %
2025/09/30 PEP PEPSICO INC 0.47% 14.341 M $ 102117 2013/03/31 883.965 K $ 6.36 %
2025/09/30 BR BROADRIDGE FINANCIAL SOLUTIO 0.45% 13.760 M $ 57772 2015/03/31 -282.205 K $ -2.00 %
2025/09/30 ADBE ADOBE INC 0.45% 13.656 M $ 38714 2020/03/31 -1.260 M $ -8.82 %
2025/09/30 BAC BANK OF AMERICA CORP 0.44% 13.418 M $ 260096 2013/03/31 1.124 M $ 9.02 %
2025/09/30 EME EMCOR GROUP INC 0.44% 13.377 M $ 20594 2025/06/30 2.234 M $ 21.43 %
2025/09/30 APTV APTIV PLC 0.43% 13.201 M $ 153111 2025/03/31 2.780 M $ 26.39 %
2025/09/30 VEU VANGUARD FTSE ALL-WORLD EX-U 0.43% 13.153 M $ 184297 2017/06/30 749.294 K $ 6.17 %
2025/09/30 DELL DELL TECHNOLOGIES -C 0.43% 13.089 M $ 92328 2020/03/31 1.689 M $ 15.64 %
2025/09/30 AMT AMERICAN TOWER CORP 0.41% 12.469 M $ 64836 2015/06/30 -1.865 M $ -12.99 %
2025/09/30 PG PROCTER & GAMBLE CO/THE 0.41% 12.349 M $ 80370 2013/03/31 -464.922 K $ -3.56 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.40% 12.250 M $ 55803 2024/12/31 2.600 M $ 30.15 %
2025/09/30 BDX BECTON DICKINSON AND CO 0.39% 11.837 M $ 63242 2013/03/31 993.194 K $ 8.66 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC-CL B 0.39% 11.829 M $ 23529 2013/03/31 260.285 K $ 3.49 %
2025/09/30 WM WASTE MANAGEMENT INC 0.39% 11.748 M $ 53198 2020/03/31 -414.928 K $ -3.49 %
2025/09/30 PYPL PAYPAL HOLDINGS INC 0.38% 11.630 M $ 173423 2016/03/31 -1.355 M $ -9.77 %
2025/09/30 MCD MCDONALD'S CORP 0.38% 11.465 M $ 37728 2013/03/31 437.671 K $ 4.01 %
2025/09/30 ZTS ZOETIS INC 0.35% 10.668 M $ 72911 2020/03/31 -686.715 K $ -6.18 %
2025/09/30 EFA ISHARES MSCI EAFE ETF 0.35% 10.571 M $ 113214 2013/03/31 468.294 K $ 4.45 %
2025/09/30 MDT MEDTRONIC PLC 0.29% 8.929 M $ 93748 2015/03/31 738.969 K $ 9.26 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.29% 8.889 M $ 202245 2013/03/31 135.081 K $ 1.57 %
2025/09/30 VCSH VANGUARD S/T CORP BOND ETF 0.29% 8.858 M $ 110826 2020/03/31 51.665 K $ 0.54 %
2025/09/30 HAS HASBRO INC 0.29% 8.815 M $ 116221 2020/03/31 210.854 K $ 2.75 %
2025/09/30 CPRT COPART INC 0.28% 8.546 M $ 190042 2013/03/31 -775.646 K $ -8.36 %
2025/09/30 IVV ISHARES CORE S&P 500 ETF 0.27% 8.281 M $ 12372 2013/12/31 603.596 K $ 7.80 %
2025/09/30 PFE PFIZER INC 0.27% 8.128 M $ 318994 2013/03/31 395.722 K $ 5.12 %
2025/09/30 VO VANGUARD MID-CAP ETF 0.25% 7.708 M $ 26241 2018/06/30 355.414 K $ 4.97 %
2025/09/30 IYF ISHARES US FINANCIALS ETF 0.25% 7.567 M $ 59755 2020/03/31 347.542 K $ 4.67 %
2025/09/30 CMCSA COMCAST CORP-CLASS A 0.24% 7.357 M $ 234147 2013/03/31 -1.015 M $ -11.96 %
2025/09/30 FDX FEDEX CORP 0.24% 7.308 M $ 30993 2020/03/31 264.741 K $ 3.74 %
2025/09/30 ABBV ABBVIE INC 0.24% 7.249 M $ 31308 2013/03/31 1.316 M $ 24.74 %
2025/09/30 GXO GXO LOGISTICS INC 0.23% 7.156 M $ 135304 2021/12/31 560.010 K $ 8.60 %
2025/09/30 XLF FINANCIAL SELECT SECTOR SPDR 0.21% 6.475 M $ 120192 2020/03/31 163.264 K $ 2.86 %
2025/09/30 GOOG ALPHABET INC-CL C 0.20% 6.216 M $ 25521 2015/12/31 1.607 M $ 37.30 %
2025/09/30 FIS FIDELITY NATIONAL INFO SERV 0.19% 5.873 M $ 89071 2013/03/31 -1.391 M $ -19.00 %