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
1026
$35.3K ﹤0.01%
1,008
1027
$35.2K ﹤0.01%
1,175
-45
1028
$35.1K ﹤0.01%
1,019
-1,000
1029
$35K ﹤0.01%
925
1030
$34.9K ﹤0.01%
151
1031
$34.7K ﹤0.01%
589
+158
1032
$34.4K ﹤0.01%
785
1033
$34.3K ﹤0.01%
1,000
1034
$34.2K ﹤0.01%
1,533
1035
$34.2K ﹤0.01%
3,600
1036
$34.1K ﹤0.01%
433
1037
$34K ﹤0.01%
630
1038
$33.9K ﹤0.01%
645
1039
$33.4K ﹤0.01%
233
1040
$33.4K ﹤0.01%
927
1041
$33K ﹤0.01%
399
1042
$32.7K ﹤0.01%
238
+32
1043
$32.6K ﹤0.01%
852
+4
1044
$32.5K ﹤0.01%
2,625
1045
$32.4K ﹤0.01%
199
1046
$32.3K ﹤0.01%
290
+23
1047
$32K ﹤0.01%
641
+4
1048
$32K ﹤0.01%
426
1049
$31.6K ﹤0.01%
910
1050
$31.1K ﹤0.01%
142
40 41
42
43 44