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
1551
$570 ﹤0.01%
66
1552
$555 ﹤0.01%
300
1553
$546 ﹤0.01%
8
1554
$535 ﹤0.01%
20
1555
$519 ﹤0.01%
+38
1556
$501 ﹤0.01%
117
-111
1557
$497 ﹤0.01%
140
1558
$488 ﹤0.01%
+18
1559
$478 ﹤0.01%
298
-852
1560
$466 ﹤0.01%
31
1561
$460 ﹤0.01%
50
1562
$458 ﹤0.01%
18
1563
$458 ﹤0.01%
335
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$431 ﹤0.01%
7
-48
1565
$413 ﹤0.01%
60
1566
$413 ﹤0.01%
29
1567
$370 ﹤0.01%
11
1568
$364 ﹤0.01%
196
1569
$359 ﹤0.01%
75
1570
$347 ﹤0.01%
34
1571
$317 ﹤0.01%
8
1572
$298 ﹤0.01%
38
1573
$283 ﹤0.01%
15
1574
$275 ﹤0.01%
625
1575
$273 ﹤0.01%
15
61 62
63
64 65