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
1051
$26.6K ﹤0.01%
1,118
1052
$26.6K ﹤0.01%
430
-205
1053
$26K ﹤0.01%
285
1054
$25.8K ﹤0.01%
628
1055
$25.3K ﹤0.01%
834
1056
$25.3K ﹤0.01%
500
1057
$25.1K ﹤0.01%
300
1058
$25K ﹤0.01%
226
-31
1059
$25K ﹤0.01%
262
1060
$24.9K ﹤0.01%
1,657
+167
1061
$24.5K ﹤0.01%
284
1062
$24.4K ﹤0.01%
1,245
1063
$24.4K ﹤0.01%
1,525
1064
$24.3K ﹤0.01%
400
-146
1065
$24.2K ﹤0.01%
206
+65
1066
$24K ﹤0.01%
533
-67
1067
$24K ﹤0.01%
198
1068
$23.9K ﹤0.01%
110
1069
$23.9K ﹤0.01%
934
+205
1070
$23.7K ﹤0.01%
210
1071
$23.5K ﹤0.01%
546
-8
1072
$23.3K ﹤0.01%
629
1073
$23.3K ﹤0.01%
104
+89
1074
$23.3K ﹤0.01%
600
1075
$23.1K ﹤0.01%
350
41 42
43
44 45