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
976
$39.7K ﹤0.01%
264
977
$39.7K ﹤0.01%
1,070
978
$39.1K ﹤0.01%
359
979
$38.8K ﹤0.01%
1,116
980
$38.7K ﹤0.01%
160
981
$38.6K ﹤0.01%
188
-59
982
$38.3K ﹤0.01%
1,500
983
$38.2K ﹤0.01%
154
984
$38.1K ﹤0.01%
346
985
$37.8K ﹤0.01%
209
986
$37.8K ﹤0.01%
192
987
$37.8K ﹤0.01%
600
988
$37.8K ﹤0.01%
890
989
$37.7K ﹤0.01%
621
-881
990
$37.5K ﹤0.01%
2,972
991
$37.5K ﹤0.01%
1,000
-1,500
992
$37.2K ﹤0.01%
850
-40
993
$36.7K ﹤0.01%
963
-750
994
$36.2K ﹤0.01%
209
-41
995
$36.2K ﹤0.01%
212
996
$36.2K ﹤0.01%
414
997
$36.1K ﹤0.01%
135
998
$36K ﹤0.01%
356
999
$35.6K ﹤0.01%
889
1000
$35.2K ﹤0.01%
218
+69
38 39
40
41 42