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
926
$62.8K ﹤0.01%
660
927
$62.6K ﹤0.01%
850
928
$62.4K ﹤0.01%
1,048
929
$61.5K ﹤0.01%
557
-650
930
$60.4K ﹤0.01%
400
931
$60.2K ﹤0.01%
8,375
932
$60.2K ﹤0.01%
564
-322
933
$60K ﹤0.01%
3,287
934
$59.7K ﹤0.01%
454
-100
935
$59.4K ﹤0.01%
2,440
+352
936
$59.3K ﹤0.01%
267
-24
937
$59.1K ﹤0.01%
3,250
938
$58.8K ﹤0.01%
2,000
939
$58.5K ﹤0.01%
434
940
$58K ﹤0.01%
500
941
$57.8K ﹤0.01%
2,031
942
$57.3K ﹤0.01%
1,122
-228
943
$57.3K ﹤0.01%
660
944
$57.2K ﹤0.01%
3,081
-745
945
$57.1K ﹤0.01%
1,236
946
$57.1K ﹤0.01%
938
+318
947
$57K ﹤0.01%
1,023
-2,645
948
$56.8K ﹤0.01%
516
949
$55.8K ﹤0.01%
1,420
-300
950
$55.7K ﹤0.01%
3,445
+3,170
36 37
38
39 40