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
1476
$2.23K ﹤0.01%
80
1477
$2.2K ﹤0.01%
22
1478
$2.18K ﹤0.01%
201
1479
$2.17K ﹤0.01%
1,262
1480
$2.17K ﹤0.01%
100
1481
$2.16K ﹤0.01%
298
1482
$2.15K ﹤0.01%
160
1483
$2.12K ﹤0.01%
217
1484
$2.08K ﹤0.01%
49
1485
$2.08K ﹤0.01%
145
1486
$1.97K ﹤0.01%
101
1487
$1.95K ﹤0.01%
+9
1488
$1.93K ﹤0.01%
234
1489
$1.91K ﹤0.01%
73
-3
1490
$1.9K ﹤0.01%
23
1491
$1.89K ﹤0.01%
29
+14
1492
$1.88K ﹤0.01%
45
1493
$1.84K ﹤0.01%
43
1494
$1.78K ﹤0.01%
7
1495
$1.78K ﹤0.01%
102
-7,670
1496
$1.77K ﹤0.01%
36
1497
$1.68K ﹤0.01%
82
1498
$1.65K ﹤0.01%
178
1499
$1.62K ﹤0.01%
200
1500
$1.61K ﹤0.01%
162
58 59
60
61 62