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
701
$62K ﹤0.01%
+3,100
702
$62K ﹤0.01%
2,014
703
$62K ﹤0.01%
2,000
704
$62K ﹤0.01%
460
705
$62K ﹤0.01%
3,378
+260
706
$61K ﹤0.01%
2,359
707
$61K ﹤0.01%
1,300
708
$61K ﹤0.01%
1,101
709
$61K ﹤0.01%
711
710
$60K ﹤0.01%
2,013
-1,000
711
$60K ﹤0.01%
3,750
712
$59K ﹤0.01%
561
713
$59K ﹤0.01%
300
714
$59K ﹤0.01%
785
715
$58K ﹤0.01%
810
716
$58K ﹤0.01%
1,370
-150
717
$58K ﹤0.01%
620
718
$58K ﹤0.01%
1,622
719
$58K ﹤0.01%
5,750
720
$58K ﹤0.01%
1,043
721
$58K ﹤0.01%
400
722
$57K ﹤0.01%
237
723
$57K ﹤0.01%
3,012
+1,501
724
$57K ﹤0.01%
2,365
725
$56K ﹤0.01%
1,000
27 28
29
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