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
1376
$5.78K ﹤0.01%
232
1377
$5.76K ﹤0.01%
207
1378
$5.73K ﹤0.01%
200
1379
$5.62K ﹤0.01%
508
1380
$5.56K ﹤0.01%
950
1381
$5.5K ﹤0.01%
184
1382
$5.42K ﹤0.01%
96
-97
1383
$5.41K ﹤0.01%
112
1384
$5.38K ﹤0.01%
50
1385
$5.37K ﹤0.01%
80
1386
$5.36K ﹤0.01%
100
1387
$5.36K ﹤0.01%
124
1388
$5.19K ﹤0.01%
350
1389
$5.17K ﹤0.01%
340
1390
$5.11K ﹤0.01%
+30
1391
$5.03K ﹤0.01%
81
1392
$4.95K ﹤0.01%
800
1393
$4.89K ﹤0.01%
60
1394
$4.86K ﹤0.01%
125
-71
1395
$4.85K ﹤0.01%
20
1396
$4.83K ﹤0.01%
300
1397
$4.77K ﹤0.01%
340
1398
$4.72K ﹤0.01%
245
1399
$4.66K ﹤0.01%
50
1400
$4.66K ﹤0.01%
118