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
426
$324K 0.01%
3,752
+222
427
$322K 0.01%
6,024
-36
428
$317K 0.01%
1,612
+392
429
$311K 0.01%
3,764
+632
430
$309K 0.01%
6,000
431
$307K 0.01%
4,856
+201
432
$306K 0.01%
1,987
433
$305K 0.01%
8,043
+8,013
434
$302K 0.01%
31,350
435
$301K 0.01%
6,947
436
$300K 0.01%
5,983
437
$299K 0.01%
14,336
+1,506
438
$297K 0.01%
1,916
+161
439
$295K 0.01%
2,964
+107
440
$294K 0.01%
2,630
+510
441
$287K 0.01%
2,096
442
$287K 0.01%
1,625
+155
443
$287K 0.01%
3,927
+46
444
$286K 0.01%
1,177
445
$286K 0.01%
6,042
446
$283K 0.01%
19,328
447
$283K 0.01%
5,625
-750
448
$283K 0.01%
10,059
449
$282K 0.01%
2,382
450
$280K 0.01%
18,024
16 17
18
19 20