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
376
$833K 0.02%
74,689
377
$833K 0.02%
39,581
+5,228
378
$833K 0.02%
8,586
+353
379
$831K 0.02%
10,760
-395
380
$829K 0.02%
45,740
+725
381
$826K 0.02%
10,243
-1,332
382
$824K 0.02%
16,268
-154
383
$824K 0.02%
33,596
384
$824K 0.02%
6,888
-1,442
385
$813K 0.01%
5,875
-26
386
$812K 0.01%
71,366
387
$809K 0.01%
27,166
-1,283
388
$806K 0.01%
22,948
+2,449
389
$801K 0.01%
10,504
-1,305
390
$799K 0.01%
3,948
+2,549
391
$798K 0.01%
26,471
392
$787K 0.01%
13,267
-399
393
$774K 0.01%
14,301
+13,613
394
$774K 0.01%
26,366
-60
395
$773K 0.01%
1,101
-50
396
$763K 0.01%
5,778
+762
397
$759K 0.01%
1,902
+405
398
$757K 0.01%
7,787
+4
399
$747K 0.01%
9,380
400
$735K 0.01%
16,180
14 15
16
17 18