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
776
$45K ﹤0.01%
6,000
-3,370
777
$45K ﹤0.01%
217
778
$44K ﹤0.01%
2,129
779
$44K ﹤0.01%
588
780
$44K ﹤0.01%
2,116
-43
781
$44K ﹤0.01%
929
782
$44K ﹤0.01%
10
783
$43K ﹤0.01%
2,000
784
$43K ﹤0.01%
874
785
$42K ﹤0.01%
1,283
786
$42K ﹤0.01%
2,745
787
$42K ﹤0.01%
429
788
$42K ﹤0.01%
270
789
$42K ﹤0.01%
500
790
$41K ﹤0.01%
2,986
791
$41K ﹤0.01%
836
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$41K ﹤0.01%
386
793
$41K ﹤0.01%
+360
794
$41K ﹤0.01%
3,000
795
$41K ﹤0.01%
2,000
796
$40K ﹤0.01%
685
797
$40K ﹤0.01%
1,346
798
$40K ﹤0.01%
2,685
+22
799
$40K ﹤0.01%
1,555
800
$39K ﹤0.01%
261
-143
30 31
32
33 34