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
826
$34K ﹤0.01%
5,300
827
$34K ﹤0.01%
623
-94
828
$34K ﹤0.01%
400
829
$34K ﹤0.01%
1,831
830
$33K ﹤0.01%
458
831
$33K ﹤0.01%
3,843
832
$33K ﹤0.01%
922
833
$33K ﹤0.01%
274
834
$33K ﹤0.01%
687
835
$33K ﹤0.01%
713
836
$33K ﹤0.01%
2,626
837
$33K ﹤0.01%
2,400
838
$32K ﹤0.01%
2,000
839
$32K ﹤0.01%
875
-718
840
$32K ﹤0.01%
207
841
$32K ﹤0.01%
1,000
842
$32K ﹤0.01%
1,543
+28
843
$32K ﹤0.01%
800
844
$31K ﹤0.01%
900
845
$31K ﹤0.01%
601
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$31K ﹤0.01%
1,159
847
$31K ﹤0.01%
832
848
$31K ﹤0.01%
605
-60
849
$31K ﹤0.01%
254
850
$31K ﹤0.01%
638
32 33
34
35 36