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
526
$169K 0.01%
3,194
527
$166K 0.01%
6,576
-1,444
528
$165K 0.01%
1,900
529
$165K 0.01%
5,320
530
$164K 0.01%
1,768
531
$164K 0.01%
1,748
532
$163K 0.01%
1,925
533
$162K 0.01%
6,227
-240
534
$161K 0.01%
2,272
535
$160K 0.01%
3,344
536
$160K 0.01%
1,883
537
$160K 0.01%
1,200
538
$160K 0.01%
4,944
539
$160K 0.01%
5,916
540
$158K 0.01%
2,045
541
$158K 0.01%
2,310
-87
542
$157K 0.01%
1,991
+48
543
$157K 0.01%
705
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544
$155K 0.01%
+2,574
545
$155K 0.01%
3,952
546
$154K 0.01%
11,600
547
$153K 0.01%
1,800
548
$152K 0.01%
970
549
$151K 0.01%
4,181
550
$149K 0.01%
2,360
+1,160
20 21
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