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
726
$143K ﹤0.01%
1,856
+527
727
$143K ﹤0.01%
1,288
728
$142K ﹤0.01%
2,583
-12,726
729
$141K ﹤0.01%
2,813
730
$140K ﹤0.01%
3,226
+752
731
$140K ﹤0.01%
1,037
732
$139K ﹤0.01%
3,275
733
$139K ﹤0.01%
7,330
734
$138K ﹤0.01%
2,000
735
$137K ﹤0.01%
431
+31
736
$137K ﹤0.01%
4,433
-1,140
737
$136K ﹤0.01%
1,426
+44
738
$135K ﹤0.01%
668
739
$135K ﹤0.01%
1,223
740
$135K ﹤0.01%
3,003
741
$134K ﹤0.01%
15,598
742
$134K ﹤0.01%
635
+5
743
$134K ﹤0.01%
13,899
-211
744
$134K ﹤0.01%
1,220
745
$133K ﹤0.01%
4,240
746
$131K ﹤0.01%
2,974
747
$130K ﹤0.01%
10,536
-75,114
748
$130K ﹤0.01%
3,164
749
$130K ﹤0.01%
2,472
750
$129K ﹤0.01%
4,654
28 29
30
31 32