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
1201
$11.7K ﹤0.01%
240
-190
1202
$11.5K ﹤0.01%
55
1203
$11.5K ﹤0.01%
205
-220
1204
$11.4K ﹤0.01%
256
+3
1205
$11.1K ﹤0.01%
725
1206
$11.1K ﹤0.01%
211
1207
$10.9K ﹤0.01%
130
1208
$10.8K ﹤0.01%
730
1209
$10.8K ﹤0.01%
201
1210
$10.5K ﹤0.01%
500
1211
$10.5K ﹤0.01%
357
1212
$10.3K ﹤0.01%
225
1213
$10.1K ﹤0.01%
638
1214
$10.1K ﹤0.01%
178
1215
$10K ﹤0.01%
309
1216
$10K ﹤0.01%
175
1217
$9.72K ﹤0.01%
36
1218
$9.68K ﹤0.01%
246
1219
$9.63K ﹤0.01%
500
1220
$9.5K ﹤0.01%
30
1221
$9.45K ﹤0.01%
1,009
-15,000
1222
$9.28K ﹤0.01%
100
1223
$9.22K ﹤0.01%
173
1224
$9.18K ﹤0.01%
227
+85
1225
$9.09K ﹤0.01%
78