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
676
$72K ﹤0.01%
800
677
$72K ﹤0.01%
650
678
$71K ﹤0.01%
7,000
679
$71K ﹤0.01%
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680
$71K ﹤0.01%
7,772
681
$71K ﹤0.01%
+1,597
682
$70K ﹤0.01%
4,656
683
$69K ﹤0.01%
854
684
$69K ﹤0.01%
2,589
685
$69K ﹤0.01%
358
686
$68K ﹤0.01%
2,375
+725
687
$68K ﹤0.01%
388
688
$68K ﹤0.01%
1,530
689
$68K ﹤0.01%
1,752
+200
690
$68K ﹤0.01%
2,292
691
$67K ﹤0.01%
1,370
+1,200
692
$67K ﹤0.01%
2,298
693
$66K ﹤0.01%
2,175
694
$66K ﹤0.01%
2,147
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695
$65K ﹤0.01%
3,000
696
$64K ﹤0.01%
1,343
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697
$64K ﹤0.01%
1,057
698
$63K ﹤0.01%
1,234
699
$63K ﹤0.01%
7,500
700
$63K ﹤0.01%
1,186
26 27
28
29 30