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
401
$724K 0.01%
20,540
-1,509
402
$715K 0.01%
9,960
+712
403
$710K 0.01%
8,000
404
$709K 0.01%
22,540
405
$706K 0.01%
4,268
-494
406
$704K 0.01%
4,999
+801
407
$695K 0.01%
26,859
408
$694K 0.01%
7,619
409
$693K 0.01%
6,324
-1,912
410
$690K 0.01%
4,919
-439
411
$689K 0.01%
8,803
-920
412
$688K 0.01%
3,584
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413
$687K 0.01%
60,400
-8,317
414
$684K 0.01%
6,049
415
$682K 0.01%
6,706
416
$680K 0.01%
10,731
-1
417
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6,200
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418
$675K 0.01%
39,612
-616
419
$674K 0.01%
2,004
420
$671K 0.01%
43,408
421
$667K 0.01%
20,913
-258
422
$666K 0.01%
3,994
+176
423
$661K 0.01%
5,121
-837
424
$656K 0.01%
2,746
+484
425
$652K 0.01%
4,118
-659
15 16
17
18 19