W

WASHINGTON TRUST BANK

WASHINGTON TRUST BANK is an institution, managing $1.4B across 199 long positions as of Q3 2025 with MSFT as the largest holding (6% allocation).

Portfolio Value
$1.4B
Positions
199
Top Holding
MSFT at 5.94%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in WASHINGTON TRUST BANK's portfolio (45.2% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
Software - Infrastructure
Technology
$81.0M
5.94%
+$6.3M
Bought
0.00%
156.5K shares
ETF
ETF
$78.7M
5.77%
+$24.8M
Bought
1.1M shares
ETF
ETF
$77.1M
5.65%
+$77.1M
New
2.4M shares
4
Paccar logo
Paccar
PCAR
Agricultural - Machinery
Industrials
$73.9M
5.41%
-$804.3K
Sold
0.14%
751.4K shares
5
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$66.6M
4.88%
-$3.2M
Sold
0.00%
261.7K shares
6
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$61.0M
4.47%
-$2.2M
Sold
0.00%
326.9K shares
ETF
ETF
$51.0M
3.74%
+$18.6M
Bought
1.1M shares
Semiconductors
Technology
$45.6M
3.34%
+$677.0K
Bought
0.00%
138.2K shares
ETF
ETF
$42.7M
3.13%
+$208.2K
Bought
63.8K shares
Household & Personal Products
Consumer Defensive
$39.2M
2.87%
+$148.1K
Bought
0.01%
254.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WASHINGTON TRUST BANK's latest filing

See all changes
Market Value
$1.4B
Prior: $1.2B
Q/Q Change
+14.92%
+$177.2M
Net Flows % of MV
+7.35%
Turnover Ratio
6.82%
New Purchases
1 stocks
$77.1M
Added To
56 stocks
+$64.6M
Sold Out Of
11 stocks
$6.9M
Reduced Holdings
87 stocks
-$34.6M

Increased Positions

PositionShares Δ
New
+189.09%
3
Paychex logo
+91.13%
+57.21%
+57.06%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
5
Watsco logo
Sold

Analytics

Portfolio insights and performance metrics for WASHINGTON TRUST BANK

View analytics

Sector Allocation

ETF: 27.50%ETFTechnology: 22.70%TechnologyIndustrials: 10.80%IndustrialsFinancial Services: 10.00%Financial ServicesConsumer Cyclical: 6.60%Healthcare: 5.80%Consumer Defensive: 5.60%Communication Services: 5.20%Energy: 1.90%Utilities: 1.30%Basic Materials: 1.20%Real Estate: 1.00%
ETF
27.50%
Technology
22.70%
Industrials
10.80%
Financial Services
10.00%
Consumer Cyclical
6.60%
Healthcare
5.80%
Consumer Defensive
5.60%
Communication Services
5.20%
Energy
1.90%
Utilities
1.30%
Basic Materials
1.20%
Real Estate
1.00%

Market Cap Distribution

Mega Cap (> $200B): 43.66%Mega Cap (> $200B)Large Cap ($10B - $200B): 25.44%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.87%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 2.29%N/A (ETF or Unknown): 27.73%N/A (ETF or Unknown)
Mega Cap (> $200B)
43.66%
Large Cap ($10B - $200B)
25.44%
Mid Cap ($2B - $10B)
0.87%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
2.29%
N/A (ETF or Unknown)
27.73%

Portfolio Concentration

Top 10 Holdings %
45.2%
Top 20 Holdings %
62.24%
Top 50 Holdings %
87.2%
Top 100 Holdings %
96.55%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.