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
1276
$11.6K ﹤0.01%
215
-4
1277
$11.6K ﹤0.01%
50
1278
$11.6K ﹤0.01%
380
1279
$11.5K ﹤0.01%
664
1280
$11.5K ﹤0.01%
454
1281
$11.5K ﹤0.01%
421
1282
$11.3K ﹤0.01%
138
+124
1283
$11.3K ﹤0.01%
140
1284
$11.2K ﹤0.01%
432
1285
$11.2K ﹤0.01%
150
1286
$11.1K ﹤0.01%
252
1287
$11K ﹤0.01%
324
-111
1288
$11K ﹤0.01%
269
1289
$11K ﹤0.01%
289
1290
$10.9K ﹤0.01%
62
1291
$10.8K ﹤0.01%
225
1292
$10.8K ﹤0.01%
70
1293
$10.4K ﹤0.01%
128
1294
$10.3K ﹤0.01%
85
1295
$10.3K ﹤0.01%
122
1296
$10.1K ﹤0.01%
189
1297
$10.1K ﹤0.01%
413
1298
$10.1K ﹤0.01%
350
1299
$10K ﹤0.01%
33
+18
1300
$9.97K ﹤0.01%
160
+1