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
1426
$3.87K ﹤0.01%
145
1427
$3.86K ﹤0.01%
127
1428
$3.84K ﹤0.01%
101
1429
$3.83K ﹤0.01%
240
1430
$3.67K ﹤0.01%
28
1431
$3.65K ﹤0.01%
+60
1432
$3.64K ﹤0.01%
+1,946
1433
$3.63K ﹤0.01%
90
1434
$3.61K ﹤0.01%
167
1435
$3.54K ﹤0.01%
298
1436
$3.5K ﹤0.01%
290
-8
1437
$3.47K ﹤0.01%
110
1438
$3.43K ﹤0.01%
33
1439
$3.4K ﹤0.01%
+159
1440
$3.38K ﹤0.01%
363
-147
1441
$3.33K ﹤0.01%
1,964
+332
1442
$3.32K ﹤0.01%
67
1443
$3.29K ﹤0.01%
50
1444
$3.28K ﹤0.01%
75
1445
$3.26K ﹤0.01%
175
1446
$3.25K ﹤0.01%
63
1447
$3.22K ﹤0.01%
250
1448
$3.14K ﹤0.01%
341
1449
$3.13K ﹤0.01%
289
1450
– –
0
56 57
58
59 60