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
876
$26K ﹤0.01%
486
877
$26K ﹤0.01%
3,404
+480
878
$26K ﹤0.01%
1,000
879
$26K ﹤0.01%
120
880
$26K ﹤0.01%
2,890
+515
881
$26K ﹤0.01%
594
882
$26K ﹤0.01%
1,214
883
$25K ﹤0.01%
540
884
$25K ﹤0.01%
620
885
$24K ﹤0.01%
250
-106
886
$24K ﹤0.01%
488
887
$24K ﹤0.01%
435
888
$24K ﹤0.01%
400
889
$24K ﹤0.01%
427
890
$24K ﹤0.01%
1,186
891
$24K ﹤0.01%
390
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892
$24K ﹤0.01%
215
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$24K ﹤0.01%
600
894
$24K ﹤0.01%
882
895
$23K ﹤0.01%
415
896
$23K ﹤0.01%
1,006
897
$23K ﹤0.01%
992
898
$23K ﹤0.01%
520
899
$23K ﹤0.01%
1,135
900
$23K ﹤0.01%
1,802
34 35
36
37 38