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
326
$1.2M 0.02%
85,869
-42,633
327
$1.19M 0.02%
13,593
328
$1.16M 0.02%
5,034
329
$1.15M 0.02%
8,500
330
$1.14M 0.02%
12,164
331
$1.13M 0.02%
2,258
332
$1.13M 0.02%
19,475
333
$1.12M 0.02%
853
+15
334
$1.12M 0.02%
14,872
+1,196
335
$1.12M 0.02%
4,026
336
$1.11M 0.02%
10,644
-495
337
$1.1M 0.02%
4,814
+10
338
$1.09M 0.02%
18,257
+4,122
339
$1.08M 0.02%
13,065
+809
340
$1.06M 0.02%
4,210
341
$1.05M 0.02%
14,664
342
$1.05M 0.02%
7,839
+123
343
$1.05M 0.02%
14,411
-640
344
$1.05M 0.02%
40,580
345
$1.04M 0.02%
18,155
+1,808
346
$1.04M 0.02%
3,525
347
$1.04M 0.02%
10,452
-300
348
$1.04M 0.02%
15,118
+162
349
$1.02M 0.02%
5,549
350
$1.01M 0.02%
14,183
-6,477
12 13
14
15 16