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
$7.18B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,580
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$19.1M
3
+$14M
4
META icon
Meta Platforms (Facebook)
META
+$13.7M
5
SCHW icon
Charles Schwab
SCHW
+$13.1M

Top Sells

1
+$62.7M
2
+$23.5M
3
+$17M
4
V icon
Visa
V
+$14.7M
5
DPZ icon
Domino's
DPZ
+$7.64M

Sector Composition

1 Technology 23.53%
2 Financials 13.87%
3 Healthcare 8.21%
4 Consumer Discretionary 7.78%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$92.3K ﹤0.01%
1,206
-43
802
$91.7K ﹤0.01%
4,970
+23
803
$91.2K ﹤0.01%
2,500
804
$90.2K ﹤0.01%
4,191
-10,347
805
$88K ﹤0.01%
417
806
$86.9K ﹤0.01%
2,000
807
$86.2K ﹤0.01%
1,587
-60
808
$86.1K ﹤0.01%
2,000
809
$86K ﹤0.01%
900
810
$85.7K ﹤0.01%
2,269
811
$85.4K ﹤0.01%
2,000
812
$85.4K ﹤0.01%
2,576
+200
813
$85K ﹤0.01%
718
-199
814
$84.9K ﹤0.01%
8,588
815
$84.4K ﹤0.01%
2,704
816
$84.4K ﹤0.01%
930
817
$83.7K ﹤0.01%
1,306
818
$82.6K ﹤0.01%
1,026
+262
819
$81.9K ﹤0.01%
1,000
820
$80.5K ﹤0.01%
916
-100
821
$80.1K ﹤0.01%
1,864
822
$80K ﹤0.01%
217
-200
823
$79.9K ﹤0.01%
1,088
824
$79.7K ﹤0.01%
1,531
-260
825
$79.6K ﹤0.01%
1,050
31 32
33
34 35