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
1451
$3.1K ﹤0.01%
40
1452
$3.05K ﹤0.01%
77
1453
$3.01K ﹤0.01%
212
1454
$2.96K ﹤0.01%
46
1455
$2.93K ﹤0.01%
74
1456
$2.92K ﹤0.01%
31
1457
$2.91K ﹤0.01%
70
1458
$2.83K ﹤0.01%
24
1459
$2.81K ﹤0.01%
202
1460
$2.74K ﹤0.01%
30
1461
$2.73K ﹤0.01%
178
1462
$2.7K ﹤0.01%
75
1463
$2.67K ﹤0.01%
125
1464
$2.66K ﹤0.01%
124
1465
$2.64K ﹤0.01%
35
1466
$2.52K ﹤0.01%
79
1467
$2.51K ﹤0.01%
125
1468
$2.47K ﹤0.01%
150
-150
1469
$2.45K ﹤0.01%
72
1470
$2.39K ﹤0.01%
8
-5
1471
$2.38K ﹤0.01%
43
1472
$2.35K ﹤0.01%
100
1473
$2.32K ﹤0.01%
149
1474
$2.3K ﹤0.01%
100
1475
$2.25K ﹤0.01%
95
57 58
59
60 61