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
501
$405K 0.01%
2,266
+326
502
$404K 0.01%
2,197
503
$402K 0.01%
9,000
504
$398K 0.01%
4,756
505
$398K 0.01%
22,821
+500
506
$397K 0.01%
4,920
-164
507
$395K 0.01%
13,415
508
$394K 0.01%
6,317
-40
509
$390K 0.01%
24,471
-60
510
$389K 0.01%
17,548
511
$389K 0.01%
6,381
-656
512
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3,457
513
$386K 0.01%
9,780
514
$380K 0.01%
6,087
+2,192
515
$380K 0.01%
44,985
-100
516
$380K 0.01%
515
+266
517
$378K 0.01%
23,050
-8,020
518
$377K 0.01%
2,065
519
$377K 0.01%
3,730
-16
520
$375K 0.01%
6,808
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521
$373K 0.01%
11,866
522
$371K 0.01%
17,084
-3,001
523
$370K 0.01%
10,586
524
$369K 0.01%
314
-15
525
$368K 0.01%
12,764
-5,585
19 20
21
22 23