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
1201
$16.3K ﹤0.01%
262
1202
$16.2K ﹤0.01%
115
1203
$16.2K ﹤0.01%
100
1204
$16K ﹤0.01%
347
1205
$15.9K ﹤0.01%
255
1206
$15.7K ﹤0.01%
189
1207
$15.7K ﹤0.01%
316
1208
$15.6K ﹤0.01%
227
1209
$15.6K ﹤0.01%
189
1210
$15.4K ﹤0.01%
706
+381
1211
$15.2K ﹤0.01%
738
1212
$15.2K ﹤0.01%
1,268
1213
$15.1K ﹤0.01%
430
1214
$14.8K ﹤0.01%
+93
1215
$14.6K ﹤0.01%
145
1216
$14.6K ﹤0.01%
583
1217
$14.6K ﹤0.01%
152
1218
$14.6K ﹤0.01%
201
1219
$14.6K ﹤0.01%
898
1220
$14.5K ﹤0.01%
+304
1221
$14.5K ﹤0.01%
143
1222
$14.4K ﹤0.01%
696
1223
$14.4K ﹤0.01%
1,259
1224
$14.4K ﹤0.01%
638
1225
$14.4K ﹤0.01%
1,168
-188