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
826
$79.3K ﹤0.01%
680
827
$78.5K ﹤0.01%
42
+31
828
$78.3K ﹤0.01%
977
829
$77.8K ﹤0.01%
350
830
$77.7K ﹤0.01%
15,978
831
$77.6K ﹤0.01%
4,266
-252
832
$77.4K ﹤0.01%
2,223
833
$77.1K ﹤0.01%
2,625
834
$77K ﹤0.01%
3,810
835
$77K ﹤0.01%
226
836
$76.8K ﹤0.01%
16,993
-10,581
837
$76.8K ﹤0.01%
847
838
$76.2K ﹤0.01%
798
839
$75.9K ﹤0.01%
850
840
$75.9K ﹤0.01%
944
841
$75.3K ﹤0.01%
2,031
842
$75.2K ﹤0.01%
683
843
$75.2K ﹤0.01%
223
+133
844
$75.1K ﹤0.01%
576
+82
845
$74.8K ﹤0.01%
1,931
846
$74.6K ﹤0.01%
1,663
+1,303
847
$74.5K ﹤0.01%
1,900
848
$74.4K ﹤0.01%
2,410
849
$74.3K ﹤0.01%
3,192
-365
850
$74K ﹤0.01%
17,958
32 33
34
35 36