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
951
$44.2K ﹤0.01%
1,966
952
$44.2K ﹤0.01%
762
-3,054
953
$44.1K ﹤0.01%
788
954
$44.1K ﹤0.01%
1,918
+1,337
955
$43.8K ﹤0.01%
+675
956
$43.8K ﹤0.01%
+256
957
$43.3K ﹤0.01%
279
+89
958
$43.2K ﹤0.01%
1,508
959
$43.1K ﹤0.01%
4,298
+3,643
960
$43.1K ﹤0.01%
289
961
$43K ﹤0.01%
674
962
$43K ﹤0.01%
518
963
$42.5K ﹤0.01%
580
+184
964
$42.3K ﹤0.01%
444
965
$41.5K ﹤0.01%
887
966
$41K ﹤0.01%
4,097
-2,755
967
$41K ﹤0.01%
405
968
$40.9K ﹤0.01%
665
+220
969
$40.8K ﹤0.01%
+4,675
970
$40.7K ﹤0.01%
113
971
$40.5K ﹤0.01%
230
972
$40.2K ﹤0.01%
630
-107
973
$40.1K ﹤0.01%
321
974
$40.1K ﹤0.01%
328
975
$40K ﹤0.01%
785
37 38
39
40 41