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
1201
$2K ﹤0.01%
189
1202
$2K ﹤0.01%
36
-169
1203
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335
1204
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24
1205
$2K ﹤0.01%
64
1206
$2K ﹤0.01%
15
1207
$2K ﹤0.01%
+123
1208
$2K ﹤0.01%
+161
1209
$2K ﹤0.01%
152
1210
$2K ﹤0.01%
55
1211
$2K ﹤0.01%
150
1212
$2K ﹤0.01%
96
1213
$2K ﹤0.01%
255
1214
$2K ﹤0.01%
172
1215
$2K ﹤0.01%
45
1216
$2K ﹤0.01%
54
1217
$2K ﹤0.01%
78
1218
$2K ﹤0.01%
25
1219
$2K ﹤0.01%
+240
1220
$2K ﹤0.01%
32
1221
$2K ﹤0.01%
155
1222
$1K ﹤0.01%
1
1223
$1K ﹤0.01%
400
1224
$1K ﹤0.01%
70
1225
$1K ﹤0.01%
95
47 48
49
50 51