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
1226
$14.4K ﹤0.01%
1,572
1227
$14.4K ﹤0.01%
374
1228
$14.3K ﹤0.01%
630
+340
1229
$14.3K ﹤0.01%
500
1230
$14.3K ﹤0.01%
144
-1,159
1231
$14.3K ﹤0.01%
122
1232
$14.3K ﹤0.01%
522
-64
1233
$14.2K ﹤0.01%
1,233
-16
1234
$14.1K ﹤0.01%
311
1235
$14.1K ﹤0.01%
+600
1236
$14.1K ﹤0.01%
216
1237
$14K ﹤0.01%
170
1238
$13.9K ﹤0.01%
283
1239
$13.9K ﹤0.01%
1,578
1240
$13.8K ﹤0.01%
425
-4,222
1241
$13.8K ﹤0.01%
240
1242
$13.7K ﹤0.01%
1,096
1243
$13.5K ﹤0.01%
200
-200
1244
$13.5K ﹤0.01%
+1,358
1245
$13.4K ﹤0.01%
185
1246
$13.4K ﹤0.01%
366
1247
$13.4K ﹤0.01%
180
1248
$13.3K ﹤0.01%
167
1249
$13.1K ﹤0.01%
356
-382
1250
$12.8K ﹤0.01%
1,451
48 49
50
51 52