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
376
$449K 0.02%
2,845
+103
377
$448K 0.02%
8,624
-784
378
$445K 0.02%
3,904
379
$444K 0.02%
9,416
-117
380
$444K 0.02%
5,045
381
$438K 0.02%
50,000
382
$435K 0.02%
6,040
+325
383
$431K 0.02%
8,593
384
$430K 0.02%
4,825
+121
385
$425K 0.01%
62,459
386
$422K 0.01%
33,460
387
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5,120
-155
388
$418K 0.01%
8,682
-9,498
389
$414K 0.01%
74,129
+1,563
390
$413K 0.01%
10,830
-3,676
391
$412K 0.01%
23,011
-4,080
392
$410K 0.01%
4,987
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393
$410K 0.01%
9,140
394
$409K 0.01%
4,142
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395
$406K 0.01%
19,218
+19,162
396
$406K 0.01%
5,616
-1,369
397
$405K 0.01%
7,200
-285
398
$401K 0.01%
5,441
+2,984
399
$400K 0.01%
4,498
-44
400
$399K 0.01%
7,830
+110
14 15
16
17 18