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
751
$50K ﹤0.01%
667
752
$50K ﹤0.01%
2,182
753
$50K ﹤0.01%
495
754
$50K ﹤0.01%
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755
$50K ﹤0.01%
1,000
756
$49K ﹤0.01%
4,800
757
$49K ﹤0.01%
2,622
758
$49K ﹤0.01%
2,288
759
$48K ﹤0.01%
1,210
760
$48K ﹤0.01%
2,250
761
$48K ﹤0.01%
1,000
-2,000
762
$48K ﹤0.01%
1,372
763
$48K ﹤0.01%
803
764
$48K ﹤0.01%
7,136
765
$48K ﹤0.01%
3,500
766
$48K ﹤0.01%
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$47K ﹤0.01%
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$47K ﹤0.01%
2,123
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769
$47K ﹤0.01%
318
770
$46K ﹤0.01%
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771
$46K ﹤0.01%
975
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772
$46K ﹤0.01%
1,500
773
$46K ﹤0.01%
500
774
$45K ﹤0.01%
3,562
775
$45K ﹤0.01%
1,300
29 30
31
32 33