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
751
$128K ﹤0.01%
2,445
752
$127K ﹤0.01%
809
-1,098
753
$127K ﹤0.01%
617
754
$126K ﹤0.01%
2,969
-90
755
$125K ﹤0.01%
3,746
+17
756
$125K ﹤0.01%
12,020
+560
757
$125K ﹤0.01%
3,020
758
$125K ﹤0.01%
1,177
+3
759
$124K ﹤0.01%
1,726
760
$124K ﹤0.01%
1,127
-273
761
$124K ﹤0.01%
1,380
762
$122K ﹤0.01%
554
763
$122K ﹤0.01%
8,000
764
$120K ﹤0.01%
2,086
-2,999
765
$120K ﹤0.01%
5,230
-1,976
766
$119K ﹤0.01%
1,250
767
$118K ﹤0.01%
48
+1
768
$118K ﹤0.01%
2,717
769
$118K ﹤0.01%
3,200
770
$117K ﹤0.01%
3,985
+3,551
771
$117K ﹤0.01%
2,080
772
$117K ﹤0.01%
800
773
$116K ﹤0.01%
9,345
774
$116K ﹤0.01%
3,629
775
$116K ﹤0.01%
439
29 30
31
32 33