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
951
$17K ﹤0.01%
1,200
952
$17K ﹤0.01%
386
-200
953
$17K ﹤0.01%
1,538
+19
954
$17K ﹤0.01%
220
955
$17K ﹤0.01%
190
956
$17K ﹤0.01%
132
957
$17K ﹤0.01%
520
958
$17K ﹤0.01%
+236
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$16K ﹤0.01%
180
960
$16K ﹤0.01%
175
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961
$16K ﹤0.01%
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962
$16K ﹤0.01%
76
963
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428
964
$16K ﹤0.01%
277
965
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356
966
$16K ﹤0.01%
200
967
$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
450
970
$16K ﹤0.01%
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$16K ﹤0.01%
1,168
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972
$15K ﹤0.01%
119
973
$15K ﹤0.01%
600
974
$15K ﹤0.01%
400
975
$15K ﹤0.01%
185
37 38
39
40 41