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
276
$1.17M 0.04%
9,790
+1,491
277
$1.14M 0.04%
8,273
+166
278
$1.13M 0.04%
13,832
+4
279
$1.12M 0.04%
49,005
+791
280
$1.11M 0.04%
8,104
281
$1.1M 0.04%
9,354
-180
282
$1.09M 0.04%
13,618
+4,006
283
$1.09M 0.04%
21,113
+1,053
284
$1.08M 0.04%
12,853
-166
285
$1.02M 0.04%
23,340
+782
286
$1.01M 0.04%
12,245
+573
287
$1.01M 0.04%
8,900
288
$1.01M 0.04%
20,616
289
$1.01M 0.04%
10,984
+7,584
290
$1.01M 0.04%
11,920
+268
291
$999K 0.03%
9,022
-1,506
292
$995K 0.03%
18,473
+370
293
$988K 0.03%
14,753
+352
294
$984K 0.03%
13,555
-702
295
$972K 0.03%
16,114
-34
296
$957K 0.03%
12,999
+506
297
$935K 0.03%
11,492
+837
298
$916K 0.03%
3,796
299
$910K 0.03%
16,983
+375
300
$898K 0.03%
14,790
10 11
12
13 14