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
1576
$273 ﹤0.01%
100
-200
1577
$263 ﹤0.01%
10
1578
$223 ﹤0.01%
23
1579
$215 ﹤0.01%
14
1580
$200 ﹤0.01%
11
1581
$186 ﹤0.01%
5
1582
$173 ﹤0.01%
28
1583
$165 ﹤0.01%
11
1584
$147 ﹤0.01%
10
1585
$142 ﹤0.01%
9
1586
$142 ﹤0.01%
12
1587
$127 ﹤0.01%
2
1588
$115 ﹤0.01%
14
1589
$113 ﹤0.01%
43
1590
$109 ﹤0.01%
7
1591
$91 ﹤0.01%
220
1592
$84 ﹤0.01%
9
1593
$74 ﹤0.01%
6
1594
$69 ﹤0.01%
2
1595
$62 ﹤0.01%
8
1596
$37 ﹤0.01%
2
1597
– –
0
1598
$28 ﹤0.01%
4
-187
1599
$26 ﹤0.01%
1
1600
$21 ﹤0.01%
4
62 63
64
65 66