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
1126
$17.8K ﹤0.01%
295
1127
$17.5K ﹤0.01%
227
1128
$17.5K ﹤0.01%
658
1129
$17.2K ﹤0.01%
270
1130
$17.2K ﹤0.01%
291
1131
$17.1K ﹤0.01%
240
1132
$17.1K ﹤0.01%
1,266
-6
1133
$17K ﹤0.01%
420
1134
$17K ﹤0.01%
397
-162
1135
$16.9K ﹤0.01%
1,114
-431
1136
$16.8K ﹤0.01%
233
-191
1137
$16.6K ﹤0.01%
231
1138
$16.6K ﹤0.01%
170
1139
$16.5K ﹤0.01%
1,496
1140
$16.5K ﹤0.01%
505
1141
$16.5K ﹤0.01%
505
1142
$16.4K ﹤0.01%
627
1143
$16.2K ﹤0.01%
108
1144
$16.2K ﹤0.01%
122
1145
$16K ﹤0.01%
292
1146
$15.9K ﹤0.01%
436
1147
$15.9K ﹤0.01%
180
-67
1148
$15.8K ﹤0.01%
324
1149
$15.7K ﹤0.01%
100
1150
$15.7K ﹤0.01%
1,200