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
901
$69.6K ﹤0.01%
2,291
902
$69.5K ﹤0.01%
4,971
-113,384
903
$69.2K ﹤0.01%
884
+102
904
$69.1K ﹤0.01%
+1,549
905
$68.2K ﹤0.01%
970
906
$68.2K ﹤0.01%
8,292
907
$68K ﹤0.01%
4,607
-724
908
$67.8K ﹤0.01%
783
909
$67.7K ﹤0.01%
1,252
+11
910
$67.6K ﹤0.01%
1,245
+171
911
$66.9K ﹤0.01%
717
912
$66.8K ﹤0.01%
4,191
913
$66.4K ﹤0.01%
3,484
914
$66.4K ﹤0.01%
1,230
915
$66.1K ﹤0.01%
15,434
916
$65.8K ﹤0.01%
1,300
-1,512
917
$65K ﹤0.01%
183
+8
918
$64.9K ﹤0.01%
333
919
$64.6K ﹤0.01%
2,410
920
$64.4K ﹤0.01%
+1,068
921
$63.9K ﹤0.01%
1,270
922
$63.7K ﹤0.01%
1,171
923
$63.6K ﹤0.01%
200
924
$63.6K ﹤0.01%
+1,644
925
$63.1K ﹤0.01%
716
35 36
37
38 39