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
1126
$23.3K ﹤0.01%
3,000
1127
$22.8K ﹤0.01%
402
+122
1128
$22.7K ﹤0.01%
1,000
1129
$22.6K ﹤0.01%
574
1130
$22.6K ﹤0.01%
443
1131
$22.5K ﹤0.01%
1,049
1132
$22.4K ﹤0.01%
627
1133
$22.4K ﹤0.01%
154
1134
$22.4K ﹤0.01%
330
1135
$22.4K ﹤0.01%
200
1136
$22.2K ﹤0.01%
90
1137
$22.1K ﹤0.01%
500
1138
$21.9K ﹤0.01%
405
1139
$21.9K ﹤0.01%
500
+270
1140
$21.8K ﹤0.01%
112
1141
$21.7K ﹤0.01%
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1142
$21.7K ﹤0.01%
251
1143
$21.6K ﹤0.01%
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1144
$21.4K ﹤0.01%
523
1145
$21.3K ﹤0.01%
274
1146
$21.2K ﹤0.01%
272
1147
$21.1K ﹤0.01%
578
1148
$21.1K ﹤0.01%
209
1149
$21K ﹤0.01%
395
1150
$20.9K ﹤0.01%
273