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
851
$73.6K ﹤0.01%
199
-80
852
$73.5K ﹤0.01%
3,344
853
$73.4K ﹤0.01%
1,443
-319
854
$73.4K ﹤0.01%
+6,000
855
$73.1K ﹤0.01%
508
856
$72.7K ﹤0.01%
750
857
$72.6K ﹤0.01%
1,707
+708
858
$72.1K ﹤0.01%
2,000
859
$72.1K ﹤0.01%
450
860
$72.1K ﹤0.01%
770
-157
861
$72K ﹤0.01%
1,927
+377
862
$69.7K ﹤0.01%
4,490
-76
863
$69.4K ﹤0.01%
1,100
864
$69.1K ﹤0.01%
2,572
-3,682
865
$68.8K ﹤0.01%
2,191
-590
866
$68.6K ﹤0.01%
342
867
$68.4K ﹤0.01%
1,328
868
$68.4K ﹤0.01%
2,449
869
$68.3K ﹤0.01%
900
+126
870
$67.8K ﹤0.01%
602
871
$67.6K ﹤0.01%
360
872
$67.4K ﹤0.01%
2,638
873
$67.2K ﹤0.01%
1,884
874
$66.9K ﹤0.01%
3,081
875
$66.3K ﹤0.01%
632
33 34
35
36 37