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
1501
$1.59K ﹤0.01%
349
1502
$1.58K ﹤0.01%
31
1503
$1.55K ﹤0.01%
50
1504
$1.55K ﹤0.01%
79
1505
$1.54K ﹤0.01%
150
1506
$1.53K ﹤0.01%
59
1507
$1.46K ﹤0.01%
84
1508
$1.44K ﹤0.01%
19
1509
$1.42K ﹤0.01%
165
1510
$1.4K ﹤0.01%
36
1511
$1.39K ﹤0.01%
25
1512
$1.37K ﹤0.01%
+72
1513
$1.35K ﹤0.01%
300
+32
1514
$1.34K ﹤0.01%
11
1515
$1.32K ﹤0.01%
46
1516
$1.31K ﹤0.01%
35
1517
$1.27K ﹤0.01%
51
1518
$1.24K ﹤0.01%
111
1519
$1.2K ﹤0.01%
82
1520
$1.2K ﹤0.01%
50
1521
$1.17K ﹤0.01%
230
+83
1522
$1.14K ﹤0.01%
18
1523
$1.13K ﹤0.01%
17
1524
$1.11K ﹤0.01%
119
1525
$1.06K ﹤0.01%
11
59 60
61
62 63