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
1026
$29.9K ﹤0.01%
267
-9
1027
$29.8K ﹤0.01%
272
+177
1028
$29.8K ﹤0.01%
2,890
1029
$29.7K ﹤0.01%
899
1030
$29.7K ﹤0.01%
150
1031
$29.6K ﹤0.01%
4,917
+200
1032
$29.3K ﹤0.01%
337
-239
1033
$29.2K ﹤0.01%
1,029
1034
$29K ﹤0.01%
314
-380
1035
$28.8K ﹤0.01%
1,229
1036
$28.8K ﹤0.01%
280
1037
$28.7K ﹤0.01%
+344
1038
$28.5K ﹤0.01%
320
1039
$28.5K ﹤0.01%
266
+84
1040
$28.4K ﹤0.01%
990
1041
$28.3K ﹤0.01%
382
1042
$28.1K ﹤0.01%
640
1043
$28K ﹤0.01%
312
+2
1044
$27.7K ﹤0.01%
1,428
1045
$27.5K ﹤0.01%
500
1046
$27.4K ﹤0.01%
488
1047
$27.2K ﹤0.01%
3,438
-4,482
1048
$27K ﹤0.01%
817
+687
1049
$26.9K ﹤0.01%
1,950
+1,485
1050
$26.8K ﹤0.01%
+1,315
40 41
42
43 44