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
976
$15K ﹤0.01%
290
+130
977
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257
978
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873
979
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1,856
980
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121
981
$14K ﹤0.01%
700
982
$14K ﹤0.01%
1,280
+24
983
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360
984
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1,174
-3,943
985
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296
-129
986
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121
987
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207
988
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48
989
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160
990
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119
991
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766
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286
993
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150
994
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995
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92
996
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42
997
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246
998
$13K ﹤0.01%
608
999
$12K ﹤0.01%
568
1000
$12K ﹤0.01%
133
38 39
40
41 42