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
1151
$20.9K ﹤0.01%
600
1152
$20.8K ﹤0.01%
150
1153
$20.6K ﹤0.01%
425
1154
$20.5K ﹤0.01%
422
1155
$20.2K ﹤0.01%
1,910
1156
$19.9K ﹤0.01%
1,159
1157
$19.9K ﹤0.01%
336
1158
$19.8K ﹤0.01%
120
1159
$19.8K ﹤0.01%
178
1160
$19.7K ﹤0.01%
480
1161
$19.7K ﹤0.01%
2,093
1162
$19.5K ﹤0.01%
1,560
1163
$19.5K ﹤0.01%
518
1164
$19.4K ﹤0.01%
1,055
1165
$19.4K ﹤0.01%
108
1166
$19.2K ﹤0.01%
3,665
1167
$19.1K ﹤0.01%
200
1168
$19.1K ﹤0.01%
200
1169
$19.1K ﹤0.01%
361
1170
$19.1K ﹤0.01%
392
1171
$18.9K ﹤0.01%
231
1172
$18.4K ﹤0.01%
98
+53
1173
$18.3K ﹤0.01%
600
1174
$18.3K ﹤0.01%
693
1175
$18.1K ﹤0.01%
173