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
976
$46.7K ﹤0.01%
1,966
977
$46.4K ﹤0.01%
2,150
978
$46.4K ﹤0.01%
1,674
979
$46.3K ﹤0.01%
325
980
$46K ﹤0.01%
767
-1,480
981
$45.8K ﹤0.01%
360
982
$45.6K ﹤0.01%
1,313
983
$45.3K ﹤0.01%
508
-1,037
984
$45.1K ﹤0.01%
982
+316
985
$45K ﹤0.01%
1,208
986
$44.7K ﹤0.01%
2,577
987
$44.6K ﹤0.01%
1,015
988
$44.4K ﹤0.01%
1,955
989
$44.2K ﹤0.01%
1,000
990
$44.1K ﹤0.01%
3,000
991
$44.1K ﹤0.01%
766
992
$43.9K ﹤0.01%
695
993
$43.5K ﹤0.01%
3,455
994
$42.9K ﹤0.01%
141
+97
995
$42.8K ﹤0.01%
169
996
$42K ﹤0.01%
2,625
997
$42K ﹤0.01%
271
998
$41.5K ﹤0.01%
1,213
999
$41.1K ﹤0.01%
2,400
1000
$40.9K ﹤0.01%
409
+4
38 39
40
41 42