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
1076
$28.8K ﹤0.01%
424
1077
$28.5K ﹤0.01%
474
1078
$28.5K ﹤0.01%
1,114
1079
$28.2K ﹤0.01%
546
1080
$28.2K ﹤0.01%
1,229
1081
$28.1K ﹤0.01%
164
+29
1082
$28K ﹤0.01%
1,257
1083
$27.9K ﹤0.01%
1,372
1084
$27.6K ﹤0.01%
628
-5,679
1085
$27.4K ﹤0.01%
1,221
-1,180
1086
$27.4K ﹤0.01%
798
1087
$27.3K ﹤0.01%
665
1088
$27K ﹤0.01%
157
1089
$27K ﹤0.01%
283
1090
$27K ﹤0.01%
390
1091
$26.7K ﹤0.01%
2,278
1092
$26.6K ﹤0.01%
990
1093
$26.6K ﹤0.01%
436
1094
$26.4K ﹤0.01%
733
1095
$26.3K ﹤0.01%
410
1096
$26.1K ﹤0.01%
1,815
1097
$25.9K ﹤0.01%
200
1098
$25.9K ﹤0.01%
799
-800
1099
$25.8K ﹤0.01%
210
1100
$25.7K ﹤0.01%
317
+1
42 43
44
45 46