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
426
$651K 0.01%
28,776
-15,402
427
$647K 0.01%
34,300
428
$627K 0.01%
1,722
+23
429
$624K 0.01%
1,101
+3
430
$614K 0.01%
18,426
+720
431
$611K 0.01%
8,526
432
$609K 0.01%
25,318
433
$604K 0.01%
7,995
434
$593K 0.01%
9,849
435
$590K 0.01%
23,753
-2,816
436
$590K 0.01%
2,821
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437
$586K 0.01%
10,479
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438
$585K 0.01%
48,095
439
$579K 0.01%
2,751
+1,963
440
$572K 0.01%
88,518
-3,245
441
$571K 0.01%
5,453
-1,727
442
$568K 0.01%
5,450
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443
$565K 0.01%
6,964
444
$561K 0.01%
1,912
445
$561K 0.01%
2,070
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446
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4,956
-705
447
$559K 0.01%
6,808
-1,026
448
$553K 0.01%
3,867
+108
449
$548K 0.01%
22,645
450
$543K 0.01%
7,365
16 17
18
19 20