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
1351
$7.14K ﹤0.01%
+100
1352
$7.12K ﹤0.01%
359
1353
$7.07K ﹤0.01%
338
1354
$7.04K ﹤0.01%
200
1355
$6.94K ﹤0.01%
+281
1356
$6.93K ﹤0.01%
64
1357
$6.93K ﹤0.01%
2,020
1358
$6.91K ﹤0.01%
+175
1359
$6.82K ﹤0.01%
310
1360
$6.82K ﹤0.01%
222
-13
1361
$6.68K ﹤0.01%
307
1362
$6.61K ﹤0.01%
108
1363
$6.53K ﹤0.01%
26
1364
$6.5K ﹤0.01%
189
1365
$6.49K ﹤0.01%
+584
1366
$6.47K ﹤0.01%
72
1367
$6.38K ﹤0.01%
201
-9
1368
$6.35K ﹤0.01%
320
1369
$6.29K ﹤0.01%
581
1370
$6.21K ﹤0.01%
67
1371
$6.16K ﹤0.01%
340
1372
$6.14K ﹤0.01%
200
1373
$6.13K ﹤0.01%
310
1374
$6K ﹤0.01%
66
1375
$5.81K ﹤0.01%
100