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
576
$131K ﹤0.01%
7,000
577
$130K ﹤0.01%
5,744
578
$128K ﹤0.01%
21,848
579
$127K ﹤0.01%
3,250
580
$126K ﹤0.01%
741
+168
581
$126K ﹤0.01%
1,150
582
$126K ﹤0.01%
27,580
583
$124K ﹤0.01%
1,523
584
$122K ﹤0.01%
5,200
585
$122K ﹤0.01%
2,152
586
$122K ﹤0.01%
9,087
+162
587
$121K ﹤0.01%
9,018
588
$121K ﹤0.01%
7,000
589
$120K ﹤0.01%
2,934
-50
590
$120K ﹤0.01%
1,650
591
$119K ﹤0.01%
+1,800
592
$118K ﹤0.01%
1,000
593
$118K ﹤0.01%
535
594
$118K ﹤0.01%
160
595
$117K ﹤0.01%
5,000
596
$117K ﹤0.01%
1,000
597
$116K ﹤0.01%
3,234
598
$115K ﹤0.01%
490
+230
599
$114K ﹤0.01%
1,158
+130
600
$113K ﹤0.01%
5,400
22 23
24
25 26