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
651
$85K ﹤0.01%
1,140
652
$83K ﹤0.01%
2,527
653
$83K ﹤0.01%
2,750
654
$83K ﹤0.01%
2,695
-2
655
$83K ﹤0.01%
540
656
$82K ﹤0.01%
1,689
657
$82K ﹤0.01%
2,125
658
$82K ﹤0.01%
1,322
659
$81K ﹤0.01%
5,600
660
$81K ﹤0.01%
651
661
$80K ﹤0.01%
1,722
-178
662
$80K ﹤0.01%
1,586
663
$80K ﹤0.01%
531
664
$80K ﹤0.01%
584
665
$79K ﹤0.01%
400
666
$78K ﹤0.01%
446
-14
667
$78K ﹤0.01%
1,623
668
$78K ﹤0.01%
+742
669
$77K ﹤0.01%
451
670
$76K ﹤0.01%
2,081
671
$76K ﹤0.01%
6,602
672
$75K ﹤0.01%
530
673
$74K ﹤0.01%
2,000
674
$73K ﹤0.01%
1,644
+182
675
$73K ﹤0.01%
1,104
25 26
27
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