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
1326
$8.7K ﹤0.01%
402
1327
$8.68K ﹤0.01%
993
1328
$8.62K ﹤0.01%
292
1329
$8.52K ﹤0.01%
218
-196
1330
$8.34K ﹤0.01%
741
1331
$8.26K ﹤0.01%
+302
1332
$8.25K ﹤0.01%
446
1333
$8.19K ﹤0.01%
411
1334
$8.17K ﹤0.01%
7
1335
$8.05K ﹤0.01%
200
1336
$7.98K ﹤0.01%
820
-7,736
1337
$7.81K ﹤0.01%
222
1338
$7.79K ﹤0.01%
449
1339
$7.75K ﹤0.01%
126
1340
$7.73K ﹤0.01%
690
1341
$7.58K ﹤0.01%
85
1342
$7.5K ﹤0.01%
264
1343
$7.48K ﹤0.01%
150
1344
$7.48K ﹤0.01%
51
1345
$7.37K ﹤0.01%
5,800
1346
$7.36K ﹤0.01%
107
1347
$7.35K ﹤0.01%
104
1348
$7.33K ﹤0.01%
+87
1349
$7.29K ﹤0.01%
155
-510
1350
$7.21K ﹤0.01%
36
-6
52 53
54
55 56