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
451
$535K 0.01%
6,350
452
$533K 0.01%
8,904
-652
453
$530K 0.01%
2,688
-125
454
$530K 0.01%
23,956
+568
455
$522K 0.01%
4,043
456
$521K 0.01%
6,877
+3,395
457
$516K 0.01%
2,279
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458
$515K 0.01%
18,189
459
$509K 0.01%
8,289
-1,051
460
$508K 0.01%
1,683
461
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11,329
462
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5,271
463
$492K 0.01%
12,973
464
$487K 0.01%
7,188
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465
$479K 0.01%
14,917
466
$479K 0.01%
8,388
467
$478K 0.01%
2,599
-807
468
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14,584
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469
$474K 0.01%
10,675
-1,255
470
$474K 0.01%
4,999
471
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10,619
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472
$472K 0.01%
20,500
-2,302
473
$468K 0.01%
14,191
+2,040
474
$467K 0.01%
13,506
-839
475
$454K 0.01%
3,395
+319
17 18
19
20 21