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
801
$103K ﹤0.01%
5,000
802
$102K ﹤0.01%
1,236
803
$101K ﹤0.01%
487
804
$101K ﹤0.01%
1,337
805
$100K ﹤0.01%
3,113
806
$99.3K ﹤0.01%
1,556
807
$99.3K ﹤0.01%
1,800
808
$99K ﹤0.01%
500
809
$98.8K ﹤0.01%
1,000
-880
810
$98.8K ﹤0.01%
2,475
811
$98.8K ﹤0.01%
3,086
812
$98.1K ﹤0.01%
1,035
-1,159
813
$98.1K ﹤0.01%
301
814
$97.7K ﹤0.01%
8,339
+1,628
815
$97.6K ﹤0.01%
3,979
816
$96.8K ﹤0.01%
10,240
817
$96.5K ﹤0.01%
3,776
+3,040
818
$96.2K ﹤0.01%
1,144
+7
819
$95.8K ﹤0.01%
200
820
$95.7K ﹤0.01%
1,640
-338
821
$95.1K ﹤0.01%
2,000
822
$94.6K ﹤0.01%
8,588
823
$94.5K ﹤0.01%
31,515
824
$94K ﹤0.01%
2,240
825
$93.6K ﹤0.01%
327
31 32
33
34 35