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
1026
$11K ﹤0.01%
140
1027
$10K ﹤0.01%
431
1028
$10K ﹤0.01%
1,370
1029
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143
1030
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145
1031
$10K ﹤0.01%
463
1032
$10K ﹤0.01%
496
-1,404
1033
$10K ﹤0.01%
1,160
1034
$10K ﹤0.01%
462
1035
$10K ﹤0.01%
231
1036
$10K ﹤0.01%
88
-11
1037
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234
1038
$10K ﹤0.01%
88
1039
$10K ﹤0.01%
163
1040
$10K ﹤0.01%
173
1041
$10K ﹤0.01%
+117
1042
$10K ﹤0.01%
436
1043
$9K ﹤0.01%
300
1044
$9K ﹤0.01%
247
1045
$9K ﹤0.01%
334
1046
$9K ﹤0.01%
93
1047
$9K ﹤0.01%
75
1048
$9K ﹤0.01%
1,000
1049
$9K ﹤0.01%
149
1050
$9K ﹤0.01%
225
-2,436
40 41
42
43 44