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
1076
$22.9K ﹤0.01%
439
1077
$22.9K ﹤0.01%
380
1078
$22.8K ﹤0.01%
297
-186
1079
$22.8K ﹤0.01%
392
1080
$22.7K ﹤0.01%
273
1081
$22.6K ﹤0.01%
406
1082
$22.5K ﹤0.01%
2,013
-685
1083
$22.3K ﹤0.01%
287
1084
$22.2K ﹤0.01%
968
1085
$22K ﹤0.01%
312
1086
$21.4K ﹤0.01%
+1,000
1087
$21.4K ﹤0.01%
5,706
1088
$21.4K ﹤0.01%
434
1089
$21.4K ﹤0.01%
200
1090
$21.4K ﹤0.01%
338
+62
1091
$21.3K ﹤0.01%
2,023
1092
$21.3K ﹤0.01%
229
1093
$21.1K ﹤0.01%
805
1094
$21.1K ﹤0.01%
390
1095
$21.1K ﹤0.01%
229
1096
$21.1K ﹤0.01%
338
+123
1097
$21K ﹤0.01%
117
-45
1098
$21K ﹤0.01%
50
1099
$20.8K ﹤0.01%
1,399
-127
1100
$20.4K ﹤0.01%
569
42 43
44
45 46