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
1176
$18K ﹤0.01%
1,006
1177
$18K ﹤0.01%
641
-5
1178
$17.9K ﹤0.01%
863
1179
$17.9K ﹤0.01%
214
1180
$17.6K ﹤0.01%
533
-31
1181
$17.6K ﹤0.01%
187
1182
$17.6K ﹤0.01%
1,340
1183
$17.5K ﹤0.01%
83
-234
1184
$17.4K ﹤0.01%
198
1185
$17.3K ﹤0.01%
450
1186
$17.3K ﹤0.01%
290
1187
$17.1K ﹤0.01%
137
+38
1188
$16.8K ﹤0.01%
900
1189
$16.8K ﹤0.01%
288
-92
1190
$16.7K ﹤0.01%
1,118
1191
$16.6K ﹤0.01%
4,356
1192
$16.6K ﹤0.01%
350
1193
$16.5K ﹤0.01%
208
+98
1194
$16.5K ﹤0.01%
300
1195
$16.5K ﹤0.01%
412
+193
1196
$16.4K ﹤0.01%
385
1197
$16.4K ﹤0.01%
1,649
1198
$16.3K ﹤0.01%
408
1199
$16.3K ﹤0.01%
377
1200
$16.3K ﹤0.01%
280