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
601
$113K ﹤0.01%
2,000
602
$113K ﹤0.01%
1,892
603
$112K ﹤0.01%
5,400
604
$111K ﹤0.01%
4,000
605
$111K ﹤0.01%
5,855
-3,355
606
$111K ﹤0.01%
1,000
607
$110K ﹤0.01%
2,000
608
$108K ﹤0.01%
239
+157
609
$108K ﹤0.01%
3,124
610
$107K ﹤0.01%
2,112
611
$107K ﹤0.01%
2,700
612
$105K ﹤0.01%
1,776
613
$105K ﹤0.01%
1,421
614
$103K ﹤0.01%
1,554
615
$103K ﹤0.01%
1,975
616
$102K ﹤0.01%
2,400
617
$102K ﹤0.01%
1,794
+1,279
618
$101K ﹤0.01%
6,298
-17,640
619
$100K ﹤0.01%
1,450
620
$100K ﹤0.01%
1,700
621
$100K ﹤0.01%
5,000
622
$99K ﹤0.01%
4,203
623
$99K ﹤0.01%
1,958
-157
624
$98K ﹤0.01%
858
625
$98K ﹤0.01%
1,237
23 24
25
26 27