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
351
$562K 0.02%
20,482
-19,277
352
$560K 0.02%
3,194
+137
353
$552K 0.02%
8,171
354
$551K 0.02%
6,500
-144
355
$545K 0.02%
5,195
-60
356
$536K 0.02%
9,994
-1,972
357
$526K 0.02%
6,488
+102
358
$523K 0.02%
14,305
+100
359
$514K 0.02%
2,419
-36
360
$513K 0.02%
9,771
361
$509K 0.02%
9,275
362
$506K 0.02%
11,082
+156
363
$506K 0.02%
+20,808
364
$506K 0.02%
12,642
-1,494
365
$494K 0.02%
7,310
366
$494K 0.02%
7,913
367
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5,157
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368
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6,842
-2,660
369
$482K 0.02%
15,550
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370
$480K 0.02%
7,938
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371
$474K 0.02%
16,844
372
$466K 0.02%
8,670
373
$456K 0.02%
7,144
+1,497
374
$455K 0.02%
1,481
+84
375
$450K 0.02%
3,979
+394
13 14
15
16 17