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
701
$160K ﹤0.01%
2,500
702
$158K ﹤0.01%
4,998
703
$157K ﹤0.01%
4,507
704
$157K ﹤0.01%
40,223
705
$157K ﹤0.01%
1,016
+142
706
$157K ﹤0.01%
3,742
-5,343
707
$154K ﹤0.01%
1,150
708
$153K ﹤0.01%
3,997
709
$153K ﹤0.01%
2,338
710
$152K ﹤0.01%
4,478
711
$152K ﹤0.01%
3,650
-849
712
$152K ﹤0.01%
2,586
713
$151K ﹤0.01%
3,169
714
$149K ﹤0.01%
3,000
-1,680
715
$149K ﹤0.01%
1,620
-10,268
716
$148K ﹤0.01%
1,480
717
$148K ﹤0.01%
+3,144
718
$148K ﹤0.01%
1,000
719
$147K ﹤0.01%
2,456
720
$147K ﹤0.01%
12,956
721
$145K ﹤0.01%
1,326
+176
722
$145K ﹤0.01%
3,273
+3,253
723
$145K ﹤0.01%
860
-89
724
$143K ﹤0.01%
4,187
725
$143K ﹤0.01%
15,051
27 28
29
30 31