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
1101
$6K ﹤0.01%
129
1102
$6K ﹤0.01%
178
1103
$6K ﹤0.01%
114
+61
1104
$6K ﹤0.01%
5,800
1105
$6K ﹤0.01%
151
1106
$6K ﹤0.01%
+170
1107
$6K ﹤0.01%
63
1108
$6K ﹤0.01%
217
-167
1109
$6K ﹤0.01%
254
1110
$6K ﹤0.01%
+57
1111
$6K ﹤0.01%
63
1112
$6K ﹤0.01%
214
1113
$6K ﹤0.01%
100
1114
$6K ﹤0.01%
186
1115
$6K ﹤0.01%
557
1116
$6K ﹤0.01%
41
1117
$6K ﹤0.01%
171
1118
$5K ﹤0.01%
995
-2,085
1119
$5K ﹤0.01%
60
1120
$5K ﹤0.01%
+67
1121
$5K ﹤0.01%
70
1122
$5K ﹤0.01%
100
1123
$5K ﹤0.01%
100
1124
$5K ﹤0.01%
75
1125
$5K ﹤0.01%
200
-529
43 44
45
46 47