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
851
$31K ﹤0.01%
590
852
$31K ﹤0.01%
+831
853
$31K ﹤0.01%
3,740
+1,794
854
$31K ﹤0.01%
270
855
$30K ﹤0.01%
379
856
$30K ﹤0.01%
521
+228
857
$30K ﹤0.01%
1,838
858
$30K ﹤0.01%
+1,000
859
$30K ﹤0.01%
332
860
$30K ﹤0.01%
1,100
861
$30K ﹤0.01%
2,292
862
$30K ﹤0.01%
925
863
$28K ﹤0.01%
135
864
$28K ﹤0.01%
1,000
865
$28K ﹤0.01%
450
866
$28K ﹤0.01%
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867
$28K ﹤0.01%
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868
$28K ﹤0.01%
2,200
869
$27K ﹤0.01%
807
870
$27K ﹤0.01%
501
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871
$27K ﹤0.01%
200
872
$27K ﹤0.01%
+1,000
873
$27K ﹤0.01%
553
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874
$27K ﹤0.01%
730
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875
$27K ﹤0.01%
804
+444
33 34
35
36 37