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
401
$396K 0.01%
+7,640
402
$393K 0.01%
25,006
-1,003
403
$393K 0.01%
7,806
+7,736
404
$391K 0.01%
7,311
+246
405
$389K 0.01%
19,597
-5,048
406
$383K 0.01%
25,908
407
$380K 0.01%
10,440
408
$379K 0.01%
11,082
409
$373K 0.01%
11,634
+650
410
$373K 0.01%
7,637
-291
411
$366K 0.01%
4,804
+533
412
$355K 0.01%
4,066
+266
413
$353K 0.01%
5,462
414
$353K 0.01%
5,540
+210
415
$352K 0.01%
2,654
416
$344K 0.01%
10,761
417
$344K 0.01%
4,500
418
$342K 0.01%
2,270
419
$339K 0.01%
52,527
-1,848
420
$333K 0.01%
4,018
+1,926
421
$331K 0.01%
1,918
+662
422
$331K 0.01%
31,291
423
$328K 0.01%
4,369
424
$325K 0.01%
8,305
-555
425
$324K 0.01%
4,904
15 16
17
18 19