WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.49B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,653
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11M
3
+$9.37M
4
AMZN icon
Amazon
AMZN
+$6.61M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4M

Top Sells

1
+$8.27M
2
+$6.6M
3
+$6.23M
4
TJX icon
TJX Companies
TJX
+$4.93M
5
SIVB
SVB Financial Group
SIVB
+$4.39M

Sector Composition

1 Technology 20.15%
2 Financials 11.62%
3 Healthcare 9.43%
4 Consumer Discretionary 7.68%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.89M 0.03%
24,619
-105
277
$1.86M 0.03%
12,700
-653
278
$1.84M 0.03%
17,865
+1,236
279
$1.83M 0.03%
15,927
-3,836
280
$1.79M 0.03%
4,056
-14
281
$1.76M 0.03%
64,173
+70
282
$1.74M 0.03%
46,676
+12,070
283
$1.73M 0.03%
12,957
-681
284
$1.73M 0.03%
4,485
+49
285
$1.72M 0.03%
53,845
-5,612
286
$1.71M 0.03%
37,396
287
$1.71M 0.03%
37,402
+2,861
288
$1.68M 0.03%
11,091
+1,666
289
$1.66M 0.03%
19,990
+110
290
$1.65M 0.03%
27,365
-1,282
291
$1.63M 0.03%
33,769
292
$1.62M 0.03%
22,143
-2
293
$1.61M 0.03%
7,400
294
$1.61M 0.03%
9,648
295
$1.6M 0.03%
19,272
-1,092
296
$1.58M 0.03%
45,610
-690
297
$1.57M 0.03%
18,874
+158
298
$1.57M 0.03%
31,819
+6,946
299
$1.55M 0.03%
5,390
-384
300
$1.54M 0.03%
17,963
+2,082
10 11
12
13 14