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
1151
$15.6K ﹤0.01%
105
1152
$15.5K ﹤0.01%
165
-12
1153
$15.5K ﹤0.01%
150
1154
$15.4K ﹤0.01%
58
-13
1155
$15.4K ﹤0.01%
135
-149
1156
$15.3K ﹤0.01%
188
-120
1157
$14.7K ﹤0.01%
472
1158
$14.7K ﹤0.01%
700
1159
$14.7K ﹤0.01%
334
1160
$14.7K ﹤0.01%
831
+22
1161
$14.5K ﹤0.01%
1,631
1162
$14.4K ﹤0.01%
731
1163
$14.4K ﹤0.01%
540
1164
$14.2K ﹤0.01%
524
1165
$14.1K ﹤0.01%
822
1166
$14K ﹤0.01%
297
-205
1167
$14K ﹤0.01%
294
1168
$13.8K ﹤0.01%
1,358
1169
$13.8K ﹤0.01%
3,000
1170
$13.8K ﹤0.01%
344
1171
$13.6K ﹤0.01%
57
1172
$13.4K ﹤0.01%
741
1173
$13.4K ﹤0.01%
220
1174
$13.4K ﹤0.01%
228
-52
1175
$13.4K ﹤0.01%
317