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
951
$54.2K ﹤0.01%
610
952
$54.1K ﹤0.01%
1,500
953
$53.9K ﹤0.01%
502
954
$53.9K ﹤0.01%
5,706
955
$52.4K ﹤0.01%
899
-17
956
$52K ﹤0.01%
473
957
$51.8K ﹤0.01%
970
958
$51.7K ﹤0.01%
350
-250
959
$51.1K ﹤0.01%
278
+116
960
$50.8K ﹤0.01%
750
961
$50.4K ﹤0.01%
1,477
962
$50.4K ﹤0.01%
1,000
963
$50.3K ﹤0.01%
1,696
964
$49.8K ﹤0.01%
727
-29
965
$49.4K ﹤0.01%
2,558
966
$48.9K ﹤0.01%
241
+100
967
$48.8K ﹤0.01%
3,000
968
$48.7K ﹤0.01%
1,110
-207
969
$47.8K ﹤0.01%
2,500
970
$47.7K ﹤0.01%
441
-43
971
$47.7K ﹤0.01%
781
972
$47.7K ﹤0.01%
591
+211
973
$47.4K ﹤0.01%
994
974
$47K ﹤0.01%
650
+12
975
$46.9K ﹤0.01%
551
+2
37 38
39
40 41