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
1401
$4.63K ﹤0.01%
5,511
1402
$4.61K ﹤0.01%
78
1403
$4.61K ﹤0.01%
481
1404
$4.55K ﹤0.01%
171
-25
1405
$4.5K ﹤0.01%
70
+20
1406
$4.41K ﹤0.01%
192
1407
$4.37K ﹤0.01%
155
1408
$4.35K ﹤0.01%
648
1409
$4.35K ﹤0.01%
172
1410
$4.34K ﹤0.01%
115
1411
$4.28K ﹤0.01%
188
1412
$4.26K ﹤0.01%
59
1413
$4.25K ﹤0.01%
50
1414
$4.23K ﹤0.01%
111
1415
$4.19K ﹤0.01%
248
1416
$4.17K ﹤0.01%
78
1417
$4.17K ﹤0.01%
96
-44
1418
$4.1K ﹤0.01%
352
-330
1419
$4.04K ﹤0.01%
142
+1
1420
$4.03K ﹤0.01%
279
1421
$4.02K ﹤0.01%
119
1422
$3.95K ﹤0.01%
356
1423
$3.94K ﹤0.01%
102
1424
$3.93K ﹤0.01%
144
1425
$3.9K ﹤0.01%
45
55 56
57
58 59