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
$2.87B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$7.84M
3
+$6.68M
4
META icon
Meta Platforms (Facebook)
META
+$3.8M
5
BTI icon
British American Tobacco
BTI
+$3.33M

Top Sells

1
+$13.1M
2
+$9.79M
3
+$7.36M
4
TSLA icon
Tesla
TSLA
+$6.39M
5
CELG
Celgene Corp
CELG
+$5.54M

Sector Composition

1 Financials 12%
2 Technology 10.18%
3 Healthcare 9.72%
4 Industrials 9.1%
5 Consumer Staples 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.43M 0.05%
6,820
252
$1.42M 0.05%
12,764
253
$1.41M 0.05%
5,750
-145
254
$1.4M 0.05%
12,223
+11,527
255
$1.4M 0.05%
101,507
+9,112
256
$1.39M 0.05%
31,304
+627
257
$1.39M 0.05%
36,147
-9,226
258
$1.37M 0.05%
+26,178
259
$1.37M 0.05%
9,293
-27
260
$1.37M 0.05%
47,599
+902
261
$1.33M 0.05%
16,489
-636
262
$1.33M 0.05%
41,780
+854
263
$1.3M 0.05%
71,238
-9,552
264
$1.29M 0.05%
48,778
-2,780
265
$1.27M 0.04%
21,673
+366
266
$1.27M 0.04%
10,422
267
$1.24M 0.04%
133,110
-11,890
268
$1.24M 0.04%
10,597
-2,814
269
$1.24M 0.04%
44,341
+9,558
270
$1.23M 0.04%
10,102
+6,744
271
$1.2M 0.04%
8,920
+457
272
$1.19M 0.04%
4,765
+80
273
$1.19M 0.04%
5,836
274
$1.18M 0.04%
31,316
-750
275
$1.17M 0.04%
93,116
+1,846
9 10
11
12 13