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
926
$52.1K ﹤0.01%
800
927
$50.8K ﹤0.01%
800
928
$50.6K ﹤0.01%
1,000
929
$50.4K ﹤0.01%
2,087
930
$50.3K ﹤0.01%
+312
931
$50.1K ﹤0.01%
499
+114
932
$50K ﹤0.01%
1,469
933
$49.4K ﹤0.01%
1,213
934
$49.1K ﹤0.01%
2,370
935
$48.9K ﹤0.01%
4,102
936
$48.5K ﹤0.01%
213
937
$48.3K ﹤0.01%
441
938
$48.1K ﹤0.01%
620
939
$48K ﹤0.01%
810
940
$48K ﹤0.01%
610
941
$47.4K ﹤0.01%
755
942
$47.4K ﹤0.01%
1,000
943
$46.9K ﹤0.01%
271
944
$46.8K ﹤0.01%
660
945
$46.4K ﹤0.01%
631
+6
946
$46.3K ﹤0.01%
174
947
$45.9K ﹤0.01%
402
948
$45.5K ﹤0.01%
637
949
$44.9K ﹤0.01%
400
950
$44.9K ﹤0.01%
+951