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
476
$243K 0.01%
19,456
-9,067
477
$241K 0.01%
5,400
478
$239K 0.01%
2,646
479
$238K 0.01%
2,477
480
$237K 0.01%
2,075
+112
481
$236K 0.01%
7,956
482
$236K 0.01%
3,068
+100
483
$235K 0.01%
3,296
+25
484
$232K 0.01%
5,000
485
$232K 0.01%
1,945
-31
486
$227K 0.01%
+7,151
487
$227K 0.01%
3,412
488
$225K 0.01%
3,221
489
$223K 0.01%
1,940
490
$223K 0.01%
1,500
491
$222K 0.01%
6,954
492
$219K 0.01%
846
+110
493
$215K 0.01%
8,400
494
$211K 0.01%
5,689
495
$210K 0.01%
+8,400
496
$209K 0.01%
7,460
497
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3,273
-13
498
$205K 0.01%
5,424
+1,513
499
$205K 0.01%
13,346
-3,933
500
$203K 0.01%
4,479
18 19
20
21 22