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
1176
$13.3K ﹤0.01%
500
1177
$13.3K ﹤0.01%
374
1178
$13.3K ﹤0.01%
488
-56
1179
$13.2K ﹤0.01%
165
1180
$13.1K ﹤0.01%
113
1181
$12.8K ﹤0.01%
1,350
1182
$12.8K ﹤0.01%
200
1183
$12.8K ﹤0.01%
2,433
+2,233
1184
$12.8K ﹤0.01%
194
1185
$12.7K ﹤0.01%
122
1186
$12.7K ﹤0.01%
850
1187
$12.7K ﹤0.01%
199
1188
$12.6K ﹤0.01%
41
1189
$12.6K ﹤0.01%
300
1190
$12.6K ﹤0.01%
22
1191
$12.5K ﹤0.01%
1,049
1192
$12.5K ﹤0.01%
3,328
1193
$12.5K ﹤0.01%
345
1194
$12.2K ﹤0.01%
180
1195
$12.1K ﹤0.01%
115
1196
$12K ﹤0.01%
550
1197
$11.9K ﹤0.01%
2,215
1198
$11.9K ﹤0.01%
413
1199
$11.9K ﹤0.01%
119
1200
$11.8K ﹤0.01%
329