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
1076
$7K ﹤0.01%
17
1077
$7K ﹤0.01%
385
1078
$7K ﹤0.01%
600
1079
$7K ﹤0.01%
220
1080
$7K ﹤0.01%
241
1081
$7K ﹤0.01%
151
1082
$7K ﹤0.01%
119
1083
$7K ﹤0.01%
366
1084
$7K ﹤0.01%
122
1085
$7K ﹤0.01%
88
1086
$7K ﹤0.01%
197
1087
$7K ﹤0.01%
+115
1088
$7K ﹤0.01%
275
-150
1089
$7K ﹤0.01%
409
1090
$7K ﹤0.01%
184
1091
$7K ﹤0.01%
408
-5,911
1092
$7K ﹤0.01%
850
1093
$7K ﹤0.01%
109
1094
$7K ﹤0.01%
100
1095
$7K ﹤0.01%
230
1096
$7K ﹤0.01%
70
1097
$7K ﹤0.01%
234
1098
$6K ﹤0.01%
250
1099
$6K ﹤0.01%
559
1100
$6K ﹤0.01%
96
-65
42 43
44
45 46