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
1301
$9.94K ﹤0.01%
542
+292
1302
$9.85K ﹤0.01%
357
1303
$9.81K ﹤0.01%
42
1304
$9.77K ﹤0.01%
196
1305
$9.7K ﹤0.01%
140
1306
$9.66K ﹤0.01%
198
1307
$9.63K ﹤0.01%
175
1308
$9.59K ﹤0.01%
220
1309
$9.56K ﹤0.01%
1,631
1310
$9.44K ﹤0.01%
400
1311
$9.44K ﹤0.01%
582
1312
$9.42K ﹤0.01%
317
1313
$9.38K ﹤0.01%
104
-470
1314
$9.37K ﹤0.01%
400
1315
$9.26K ﹤0.01%
536
1316
$9.23K ﹤0.01%
100
1317
$9.23K ﹤0.01%
125
-4
1318
$9.18K ﹤0.01%
360
1319
$9.11K ﹤0.01%
611
+199
1320
$9.06K ﹤0.01%
259
1321
$8.9K ﹤0.01%
846
1322
$8.89K ﹤0.01%
500
1323
$8.85K ﹤0.01%
537
1324
$8.84K ﹤0.01%
67
-470
1325
$8.73K ﹤0.01%
1,441