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
1251
$12.8K ﹤0.01%
148
1252
$12.8K ﹤0.01%
630
+340
1253
$12.7K ﹤0.01%
334
1254
$12.6K ﹤0.01%
352
1255
$12.5K ﹤0.01%
8,363
1256
$12.5K ﹤0.01%
262
1257
$12.5K ﹤0.01%
763
1258
$12.5K ﹤0.01%
294
-18
1259
$12.4K ﹤0.01%
640
1260
$12.4K ﹤0.01%
200
1261
$12.4K ﹤0.01%
300
1262
$12.3K ﹤0.01%
90
1263
$12.3K ﹤0.01%
1,530
1264
$12.3K ﹤0.01%
160
1265
$12.3K ﹤0.01%
600
-150
1266
$12.2K ﹤0.01%
+3,328
1267
$12.2K ﹤0.01%
28
+18
1268
$12.2K ﹤0.01%
132
1269
$12.1K ﹤0.01%
1,081
1270
$12K ﹤0.01%
220
1271
$12K ﹤0.01%
+86
1272
$12K ﹤0.01%
1,562
+10
1273
$12K ﹤0.01%
180
1274
$11.7K ﹤0.01%
415
1275
$11.6K ﹤0.01%
3,000