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
351
$1.01M 0.02%
12,251
-30
352
$1.01M 0.02%
29,760
353
$1M 0.02%
34,165
354
$1M 0.02%
37,336
-31,481
355
$1M 0.02%
21,200
356
$993K 0.02%
6,867
+3
357
$991K 0.02%
776
358
$984K 0.02%
22,534
-599
359
$978K 0.02%
8,563
-300
360
$975K 0.02%
4,088
361
$965K 0.02%
10,601
-777
362
$959K 0.02%
105,550
363
$910K 0.02%
7,582
364
$908K 0.02%
31,230
+121
365
$903K 0.02%
14,811
-84
366
$885K 0.02%
9,172
367
$881K 0.02%
31,515
368
$881K 0.02%
5,304
+1,727
369
$879K 0.02%
22,740
+541
370
$874K 0.02%
6,034
+319
371
$863K 0.02%
2,819
+373
372
$861K 0.02%
30,023
373
$848K 0.02%
2,370
+409
374
$844K 0.02%
13,080
-2,508
375
$839K 0.02%
14,212
+255
13 14
15
16 17