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
451
$279K 0.01%
4,755
-1,729
452
$278K 0.01%
5,545
-832
453
$278K 0.01%
4,307
+110
454
$277K 0.01%
3,797
455
$276K 0.01%
8,999
+1,599
456
$274K 0.01%
29,246
+560
457
$271K 0.01%
4,595
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458
$270K 0.01%
9,811
459
$265K 0.01%
20,585
460
$264K 0.01%
6,920
461
$264K 0.01%
2,706
462
$258K 0.01%
5,053
463
$258K 0.01%
2,396
-406
464
$258K 0.01%
4,921
+3,867
465
$257K 0.01%
8,069
-5,682
466
$256K 0.01%
763
467
$256K 0.01%
6,773
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468
$253K 0.01%
20,146
469
$250K 0.01%
43,006
470
$249K 0.01%
1,836
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471
$248K 0.01%
1,460
-96
472
$248K 0.01%
9,262
473
$247K 0.01%
8,012
-2,646
474
$246K 0.01%
4,013
-3,440
475
$245K 0.01%
5,851
17 18
19
20 21