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
801
$39K ﹤0.01%
373
+21
802
$39K ﹤0.01%
910
803
$39K ﹤0.01%
803
804
$39K ﹤0.01%
984
805
$39K ﹤0.01%
395
806
$39K ﹤0.01%
322
+132
807
$38K ﹤0.01%
1,261
808
$38K ﹤0.01%
375
809
$38K ﹤0.01%
498
810
$38K ﹤0.01%
534
811
$38K ﹤0.01%
470
812
$38K ﹤0.01%
319
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813
$37K ﹤0.01%
1,162
814
$37K ﹤0.01%
862
+50
815
$37K ﹤0.01%
150
816
$37K ﹤0.01%
1,000
817
$36K ﹤0.01%
1,000
818
$36K ﹤0.01%
629
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819
$35K ﹤0.01%
1,000
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820
$35K ﹤0.01%
1,300
821
$35K ﹤0.01%
538
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822
$35K ﹤0.01%
400
823
$34K ﹤0.01%
845
-64
824
$34K ﹤0.01%
1,042
-774
825
$34K ﹤0.01%
+1,073
31 32
33
34 35