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
1101
$20.4K ﹤0.01%
600
1102
$20.4K ﹤0.01%
1,750
1103
$20.2K ﹤0.01%
36
1104
$20.1K ﹤0.01%
149
1105
$19.5K ﹤0.01%
272
1106
$19.4K ﹤0.01%
281
1107
$19.4K ﹤0.01%
960
1108
$19.3K ﹤0.01%
210
1109
$19.3K ﹤0.01%
1,072
1110
$19.1K ﹤0.01%
181
1111
$19.1K ﹤0.01%
115
1112
$19K ﹤0.01%
728
1113
$19K ﹤0.01%
693
1114
$18.9K ﹤0.01%
128
1115
$18.9K ﹤0.01%
1,259
1116
$18.4K ﹤0.01%
815
-15
1117
$18.4K ﹤0.01%
424
1118
$18.3K ﹤0.01%
186
1119
$18.2K ﹤0.01%
1,828
1120
$18.2K ﹤0.01%
2,218
1121
$18.1K ﹤0.01%
525
1122
$18.1K ﹤0.01%
433
1123
$18.1K ﹤0.01%
500
1124
$17.9K ﹤0.01%
578
-978
1125
$17.8K ﹤0.01%
148