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
626
$98K ﹤0.01%
2,900
627
$97K ﹤0.01%
1,464
628
$96K ﹤0.01%
1,143
629
$94K ﹤0.01%
2,115
-1,591
630
$94K ﹤0.01%
955
631
$93K ﹤0.01%
2,071
632
$93K ﹤0.01%
8,588
633
$93K ﹤0.01%
2,450
634
$93K ﹤0.01%
1,378
635
$93K ﹤0.01%
5,746
636
$91K ﹤0.01%
1,401
637
$91K ﹤0.01%
1,029
638
$91K ﹤0.01%
537
639
$91K ﹤0.01%
1,610
640
$90K ﹤0.01%
1,099
641
$90K ﹤0.01%
4,704
642
$90K ﹤0.01%
1,400
643
$89K ﹤0.01%
51
644
$89K ﹤0.01%
1,858
+240
645
$88K ﹤0.01%
1,676
646
$87K ﹤0.01%
1,235
+340
647
$87K ﹤0.01%
1,037
648
$86K ﹤0.01%
775
-34
649
$86K ﹤0.01%
11,186
-618
650
$85K ﹤0.01%
3,650
-1,000
24 25
26
27 28