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
876
$65.7K ﹤0.01%
1,198
-33
877
$65.6K ﹤0.01%
2,167
878
$65.4K ﹤0.01%
949
-226
879
$65K ﹤0.01%
614
+309
880
$64.9K ﹤0.01%
508
+61
881
$64.8K ﹤0.01%
333
882
$64.2K ﹤0.01%
1,550
883
$64.1K ﹤0.01%
500
884
$64K ﹤0.01%
403
-109
885
$63.6K ﹤0.01%
634
886
$63.4K ﹤0.01%
563
+1
887
$63.2K ﹤0.01%
558
-52
888
$62.6K ﹤0.01%
533
+242
889
$62.3K ﹤0.01%
473
890
$60.7K ﹤0.01%
3,950
891
$60.6K ﹤0.01%
460
-70
892
$60.6K ﹤0.01%
1,831
893
$60.4K ﹤0.01%
1,090
894
$60.4K ﹤0.01%
5,867
-1,153
895
$60.3K ﹤0.01%
359
896
$60.3K ﹤0.01%
434
897
$60.1K ﹤0.01%
1,757
-127
898
$60K ﹤0.01%
972
+3
899
$59.2K ﹤0.01%
763
+333
900
$58.9K ﹤0.01%
+202
34 35
36
37 38