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
876
$78.2K ﹤0.01%
375
877
$78.1K ﹤0.01%
2,450
878
$77.6K ﹤0.01%
2,223
879
$77.2K ﹤0.01%
3,182
880
$76.6K ﹤0.01%
1,295
881
$76.4K ﹤0.01%
1,975
882
$75.1K ﹤0.01%
12,107
883
$74.7K ﹤0.01%
1,050
884
$74.6K ﹤0.01%
691
885
$74.6K ﹤0.01%
549
+37
886
$74.3K ﹤0.01%
160
887
$73.5K ﹤0.01%
7,183
-155
888
$73.4K ﹤0.01%
6,362
889
$73.2K ﹤0.01%
1,073
890
$73.2K ﹤0.01%
1,731
-304
891
$72.7K ﹤0.01%
7,746
892
$72.5K ﹤0.01%
11,596
893
$71.9K ﹤0.01%
650
894
$71.4K ﹤0.01%
1,258
895
$71.3K ﹤0.01%
2,111
896
$71.3K ﹤0.01%
1,500
897
$71K ﹤0.01%
800
898
$70.3K ﹤0.01%
850
899
$69.8K ﹤0.01%
1,444
900
$69.7K ﹤0.01%
2,155
-182
34 35
36
37 38