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
676
$186K ﹤0.01%
1,082
677
$185K ﹤0.01%
7,876
-334
678
$185K ﹤0.01%
3,747
679
$182K ﹤0.01%
2,901
680
$177K ﹤0.01%
7,749
-10,061
681
$177K ﹤0.01%
663
682
$177K ﹤0.01%
8,437
683
$175K ﹤0.01%
894
-497
684
$175K ﹤0.01%
2,993
+44
685
$175K ﹤0.01%
325
686
$174K ﹤0.01%
1,765
687
$174K ﹤0.01%
1,144
+37
688
$172K ﹤0.01%
6,202
+260
689
$171K ﹤0.01%
2,707
-1,455
690
$171K ﹤0.01%
3,305
691
$171K ﹤0.01%
6,335
692
$170K ﹤0.01%
4,529
693
$169K ﹤0.01%
838
-62
694
$168K ﹤0.01%
3,181
+258
695
$165K ﹤0.01%
3,156
696
$164K ﹤0.01%
2,478
-955
697
$163K ﹤0.01%
10,003
698
$163K ﹤0.01%
2,054
699
$161K ﹤0.01%
520
+38
700
$160K ﹤0.01%
4,703
26 27
28
29 30