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
826
$93.3K ﹤0.01%
1,150
+150
827
$93K ﹤0.01%
1,019
828
$93K ﹤0.01%
1,741
829
$92.9K ﹤0.01%
1,530
830
$92.7K ﹤0.01%
1,709
+5
831
$92.4K ﹤0.01%
4,000
832
$92.1K ﹤0.01%
4,192
833
$91.9K ﹤0.01%
1,083
834
$91.7K ﹤0.01%
1,762
835
$91.7K ﹤0.01%
12,311
-9,881
836
$91K ﹤0.01%
3,046
837
$90.5K ﹤0.01%
1,299
838
$90.3K ﹤0.01%
1,900
839
$90.3K ﹤0.01%
861
840
$89.5K ﹤0.01%
2,133
+17
841
$89.2K ﹤0.01%
268
842
$89.2K ﹤0.01%
647
843
$88.9K ﹤0.01%
681
844
$88.9K ﹤0.01%
2,885
845
$88.1K ﹤0.01%
1,586
846
$87.7K ﹤0.01%
450
847
$86.2K ﹤0.01%
790
-158
848
$86.2K ﹤0.01%
1,468
849
$86.1K ﹤0.01%
2,015
850
$85.9K ﹤0.01%
3,526
32 33
34
35 36