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
476
$454K 0.01%
12,602
-77
477
$452K 0.01%
3,545
-125
478
$451K 0.01%
11,830
+8
479
$449K 0.01%
4,106
480
$446K 0.01%
5,877
+758
481
$446K 0.01%
2,182
+28
482
$445K 0.01%
4,522
-795
483
$441K 0.01%
18,495
484
$438K 0.01%
4,500
485
$437K 0.01%
2,460
486
$437K 0.01%
6,895
487
$436K 0.01%
3,000
+1,054
488
$435K 0.01%
6,883
-3,893
489
$435K 0.01%
23,666
-2,729
490
$434K 0.01%
3,473
491
$426K 0.01%
10,000
492
$425K 0.01%
5,240
+5,221
493
$422K 0.01%
4,161
-2,093
494
$418K 0.01%
13,261
495
$415K 0.01%
2,932
496
$414K 0.01%
3,893
+99
497
$414K 0.01%
15,166
+3,458
498
$412K 0.01%
6,008
-34,457
499
$412K 0.01%
8,184
-59
500
$411K 0.01%
15,350
18 19
20
21 22