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
551
$149K 0.01%
991
+600
552
$147K 0.01%
2,500
553
$146K 0.01%
3,060
554
$146K 0.01%
2,301
-445
555
$145K 0.01%
1,251
556
$144K 0.01%
1,790
557
$144K 0.01%
2,200
558
$144K 0.01%
10,070
559
$142K 0.01%
7,540
+3,286
560
$141K ﹤0.01%
1,127
+89
561
$141K ﹤0.01%
3,516
+38
562
$141K ﹤0.01%
+2,927
563
$138K ﹤0.01%
3,477
-769
564
$138K ﹤0.01%
1,486
565
$137K ﹤0.01%
1,307
+148
566
$137K ﹤0.01%
23,700
-6,800
567
$137K ﹤0.01%
2,548
+2,168
568
$137K ﹤0.01%
970
569
$135K ﹤0.01%
2,478
570
$134K ﹤0.01%
2,615
571
$134K ﹤0.01%
4,500
572
$134K ﹤0.01%
5,004
+1,488
573
$133K ﹤0.01%
2,767
574
$132K ﹤0.01%
7,680
575
$131K ﹤0.01%
1,200
21 22
23
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