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
551
$322K 0.01%
5,736
552
$322K 0.01%
6,358
553
$321K 0.01%
4,542
554
$321K 0.01%
2,125
+1,550
555
$319K 0.01%
2,651
+652
556
$319K 0.01%
11,888
557
$318K 0.01%
1,700
558
$316K 0.01%
2,822
+68
559
$316K 0.01%
11,763
+1,096
560
$316K 0.01%
17,016
+15,141
561
$313K 0.01%
1,590
+1
562
$313K 0.01%
25,000
563
$312K 0.01%
2,960
564
$311K 0.01%
3,043
-25
565
$310K 0.01%
4,393
-42
566
$309K 0.01%
2,616
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567
$308K 0.01%
3,294
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568
$307K 0.01%
920
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569
$305K 0.01%
2,998
570
$304K 0.01%
5,500
571
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1,324
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572
$300K 0.01%
952
573
$299K 0.01%
7,382
+1,654
574
$297K 0.01%
1,389
+45
575
$296K 0.01%
5,687
-310
21 22
23
24 25