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
926
$20K ﹤0.01%
1,736
-53
927
$20K ﹤0.01%
113
-81
928
$19K ﹤0.01%
1,983
929
$19K ﹤0.01%
465
930
$19K ﹤0.01%
1,303
931
$19K ﹤0.01%
300
932
$19K ﹤0.01%
716
933
$19K ﹤0.01%
380
934
$19K ﹤0.01%
600
935
$19K ﹤0.01%
109
936
$19K ﹤0.01%
800
937
$19K ﹤0.01%
2,000
938
$19K ﹤0.01%
503
+160
939
$19K ﹤0.01%
1,356
940
$18K ﹤0.01%
818
941
$18K ﹤0.01%
+170
942
$18K ﹤0.01%
2,100
943
$18K ﹤0.01%
275
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944
$18K ﹤0.01%
1,500
945
$18K ﹤0.01%
310
946
$18K ﹤0.01%
1,050
+22
947
$18K ﹤0.01%
624
948
$18K ﹤0.01%
1,034
949
$18K ﹤0.01%
1,052
+847
950
$18K ﹤0.01%
772
36 37
38
39 40