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
851
$85.2K ﹤0.01%
1,123
852
$85.1K ﹤0.01%
1,885
853
$85.1K ﹤0.01%
600
+200
854
$84.3K ﹤0.01%
900
-37
855
$83.6K ﹤0.01%
1,050
856
$83.3K ﹤0.01%
2,596
857
$83.2K ﹤0.01%
810
858
$82.2K ﹤0.01%
1,800
859
$82.1K ﹤0.01%
2,645
-1,460
860
$82.1K ﹤0.01%
17,958
861
$82.1K ﹤0.01%
1,080
862
$82K ﹤0.01%
607
863
$81.5K ﹤0.01%
2,500
864
$81.5K ﹤0.01%
575
865
$81K ﹤0.01%
2,069
866
$80.9K ﹤0.01%
2,669
867
$80.6K ﹤0.01%
2,340
868
$80.2K ﹤0.01%
2,012
+1,366
869
$79.9K ﹤0.01%
3,564
-121
870
$79.8K ﹤0.01%
5,000
871
$79.2K ﹤0.01%
966
+471
872
$79.1K ﹤0.01%
16,910
873
$78.6K ﹤0.01%
975
+63
874
$78.5K ﹤0.01%
3,144
-2,288
875
$78.4K ﹤0.01%
1,124
33 34
35
36 37