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
1101
$25.7K ﹤0.01%
262
1102
$25.7K ﹤0.01%
100
1103
$25.6K ﹤0.01%
874
+524
1104
$25.5K ﹤0.01%
192
1105
$25.4K ﹤0.01%
174
1106
$25.3K ﹤0.01%
733
1107
$25.2K ﹤0.01%
438
+140
1108
$25.1K ﹤0.01%
321
1109
$25.1K ﹤0.01%
281
1110
$25K ﹤0.01%
2,192
1111
$24.9K ﹤0.01%
309
+209
1112
$24.8K ﹤0.01%
356
1113
$24.6K ﹤0.01%
398
1114
$24.4K ﹤0.01%
758
1115
$24.4K ﹤0.01%
200
1116
$24.2K ﹤0.01%
205
1117
$24.2K ﹤0.01%
517
1118
$24.2K ﹤0.01%
188
1119
$24.1K ﹤0.01%
181
1120
$24K ﹤0.01%
137
1121
$23.9K ﹤0.01%
390
1122
$23.9K ﹤0.01%
195
+105
1123
$23.8K ﹤0.01%
2,500
1124
$23.8K ﹤0.01%
285
1125
$23.6K ﹤0.01%
140