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
1001
$40.7K ﹤0.01%
242
+126
1002
$40.7K ﹤0.01%
+201
1003
$40.6K ﹤0.01%
488
1004
$40.5K ﹤0.01%
179
1005
$40.3K ﹤0.01%
862
1006
$40.2K ﹤0.01%
2,200
1007
$39.9K ﹤0.01%
1,261
1008
$39.9K ﹤0.01%
2,023
1009
$39.5K ﹤0.01%
468
-1,534
1010
$39.3K ﹤0.01%
254
+249
1011
$39.2K ﹤0.01%
718
1012
$39.1K ﹤0.01%
2,529
1013
$38.4K ﹤0.01%
914
1014
$38K ﹤0.01%
1,029
1015
$38K ﹤0.01%
230
1016
$37.9K ﹤0.01%
524
1017
$37.9K ﹤0.01%
570
1018
$37.8K ﹤0.01%
563
1019
$37.7K ﹤0.01%
10
1020
$36.8K ﹤0.01%
1,496
1021
$36.6K ﹤0.01%
1,500
1022
$36.3K ﹤0.01%
321
1023
$36.2K ﹤0.01%
1,300
1024
$36K ﹤0.01%
500
1025
$35.7K ﹤0.01%
620
39 40
41
42 43