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Washington Trust Advisors, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Washington Trust Advisors, Inc. with $1.3B in long positions as of Q3 2025, 20% allocated to Technology, and 40% concentrated in top 10 positions.

Portfolio Value
$1.3B
Top 10 Concentration
40%
Top Sector
Technology (20%)
US Exposure
99%
Market Cap Focus
Large Cap
Countries
14

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 19.80%TechnologyCommunication Services: 13.40%Communication ServicesIndustrials: 12.20%IndustrialsHealthcare: 12.00%HealthcareETF: 11.90%ETFConsumer Cyclical: 10.40%Consumer CyclicalFinancial Services: 9.30%Financial ServicesConsumer Defensive: 2.70%Basic Materials: 2.40%Real Estate: 2.20%Utilities: 1.40%Energy: 1.30%
Technology
19.80%
Communication Services
13.40%
Industrials
12.20%
Healthcare
12.00%
ETF
11.90%
Consumer Cyclical
10.40%
Financial Services
9.30%
Consumer Defensive
2.70%
Basic Materials
2.40%
Real Estate
2.20%
Utilities
1.40%
Energy
1.30%

Industry Breakdown

107 industries across all sectors

ETF: 11.93%ETFInternet Content & Information: 11.24%Internet Content & InformationEngineering & Construction: 7.36%Software - Infrastructure: 5.85%Consumer Electronics: 5.70%Medical - Instruments & Supplies: 4.56%Specialty Retail: 4.47%Financial - Credit Services: 4.35%Software - Application: 3.42%Insurance - Diversified: 3.21%Travel Services: 3.20%Semiconductors: 2.89%Agricultural - Machinery: 2.43%Chemicals - Specialty: 2.34%Medical - Diagnostics & Research: 2.15%Entertainment: 2.12%Medical - Devices: 1.70%Beverages - Non-Alcoholic: 1.61%89 more: 18.38%89 more
ETF
ETF
11.93%
Internet Content & Information
Communication Services
11.24%
Engineering & Construction
Industrials
7.36%
Software - Infrastructure
Technology
5.85%
Consumer Electronics
Technology
5.70%
Medical - Instruments & Supplies
Healthcare
4.56%
Specialty Retail
Consumer Cyclical
4.47%
Financial - Credit Services
Financial Services
4.35%
Software - Application
Technology
3.42%
Insurance - Diversified
Financial Services
3.21%
Travel Services
Consumer Cyclical
3.20%
Semiconductors
Technology
2.89%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 41.61%Mega Cap (> $200B)Large Cap ($10B - $200B): 42.42%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.96%Small Cap ($300M - $2B): 0.06%Micro Cap ($50M - $300M): 0.02%Nano Cap (< $50M): 0.00%N/A (ETF or Unknown): 12.92%N/A (ETF or Unknown)
Mega Cap (> $200B)
41.61%
Large Cap ($10B - $200B)
42.42%
Mid Cap ($2B - $10B)
2.96%
Small Cap ($300M - $2B)
0.06%
Micro Cap ($50M - $300M)
0.02%
Nano Cap (< $50M)
0.00%
N/A (ETF or Unknown)
12.92%

Portfolio Concentration

Top 10 Holdings %
39.61%
Top 20 Holdings %
59.33%
Top 50 Holdings %
84.04%
Top 100 Holdings %
93.66%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.29%
International
0.714%
Countries
14
Largest Int'l Market
Ireland - 0.41%
United States of America
99.29% ($1.3B)
645 holdings
Ireland
0.41% ($5.3M)
10 holdings
Canada
0.22% ($2.9M)
14 holdings
Bermuda
0.04% ($529.0K)
4 holdings
Israel
0.01% ($144.5K)
3 holdings
United Kingdom
0.01% ($138.9K)
3 holdings
Luxembourg
0.01% ($112.3K)
1 holdings
Uruguay
0.00% ($51.1K)
1 holdings
Switzerland
0.00% ($50.0K)
2 holdings
Singapore
0.00% ($29.7K)
1 holdings
Taiwan
0.00% ($26.3K)
1 holdings
Netherlands
0.00% ($22.1K)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
15 quarters
Avg. Top 20
15 quarters
Avg. All Positions
10.9 quarters
Median Holding Period
15 quarters
Persistence Rate
80.26%
Persistent Holdings Weight
98.07%
Persistent Positions
553
Longest Held
iShares Core MSCI EAFE ETF logo
iShares Core MSCI EAFE ETFIEFA - 15 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.02%
Avg. Position Weight
0.15%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 5.70%
Largest Ownership Stake
North European Oil Royalty Trust logo
North European Oil Royalty TrustNRT - 0.58%
Avg. Ownership Stake
0.03%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2021)

Avg. New Position
0.09%
Avg. Ownership Stake
0.04%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 6.56% (Q2 2023)
Largest Ownership Stake
North European Oil Royalty Trust logo
North European Oil Royalty TrustNRT - 0.89% (Q4 2021)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.0%
Value Traded
$39.47M
Positions Added
57
Positions Exited
27

Historical (Since Q4 2021)

Avg. Turnover Ratio
6.1%
Avg. Positions Added
81
Avg. Positions Exited
48
Highest Turnover
50.0%
Q4 2021
Lowest Turnover
1.1%
Q2 2025

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