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
1051
$31.1K ﹤0.01%
930
-11,802
1052
$30.9K ﹤0.01%
3,624
1053
$30.9K ﹤0.01%
762
1054
$30.9K ﹤0.01%
2,957
1055
$30.9K ﹤0.01%
+533
1056
$30.9K ﹤0.01%
1,391
1057
$30.7K ﹤0.01%
3,320
1058
$30.5K ﹤0.01%
955
+515
1059
$30.5K ﹤0.01%
674
1060
$30.4K ﹤0.01%
757
+5
1061
$30.3K ﹤0.01%
185
+60
1062
$30.3K ﹤0.01%
840
-1,414
1063
$30.1K ﹤0.01%
1,756
1064
$30K ﹤0.01%
1,176
1065
$29.9K ﹤0.01%
1,156
+429
1066
$29.9K ﹤0.01%
+2,869
1067
$29.8K ﹤0.01%
500
1068
$29.8K ﹤0.01%
505
1069
$29.6K ﹤0.01%
600
1070
$29.5K ﹤0.01%
1,660
+1,303
1071
$29.4K ﹤0.01%
522
1072
$29.3K ﹤0.01%
1,501
1073
$29.2K ﹤0.01%
632
1074
$29.2K ﹤0.01%
251
+219
1075
$29.1K ﹤0.01%
770