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
776
$115K ﹤0.01%
1,455
+245
777
$115K ﹤0.01%
761
778
$115K ﹤0.01%
2,918
779
$114K ﹤0.01%
800
780
$113K ﹤0.01%
1,552
+1
781
$113K ﹤0.01%
3,079
782
$113K ﹤0.01%
+1,997
783
$112K ﹤0.01%
2,097
784
$111K ﹤0.01%
3,164
785
$111K ﹤0.01%
3,110
786
$110K ﹤0.01%
1,997
787
$110K ﹤0.01%
1,574
-639
788
$110K ﹤0.01%
1,235
+2
789
$110K ﹤0.01%
2,269
790
$109K ﹤0.01%
3,038
791
$108K ﹤0.01%
157
-266
792
$108K ﹤0.01%
3,930
-800
793
$107K ﹤0.01%
2,000
794
$105K ﹤0.01%
1,664
-1,120
795
$105K ﹤0.01%
1,159
796
$105K ﹤0.01%
1,253
797
$105K ﹤0.01%
1,186
798
$104K ﹤0.01%
1,908
+1,326
799
$104K ﹤0.01%
1,836
800
$103K ﹤0.01%
1,768
-916
30 31
32
33 34