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
1226
$9.02K ﹤0.01%
523
1227
$8.99K ﹤0.01%
126
1228
$8.9K ﹤0.01%
70
-37
1229
$8.87K ﹤0.01%
112
1230
$8.86K ﹤0.01%
183
-1,942
1231
$8.82K ﹤0.01%
388
1232
$8.81K ﹤0.01%
165
1233
$8.77K ﹤0.01%
124
-175
1234
$8.76K ﹤0.01%
222
1235
$8.7K ﹤0.01%
412
1236
$8.69K ﹤0.01%
150
1237
$8.69K ﹤0.01%
140
1238
$8.66K ﹤0.01%
100
1239
$8.66K ﹤0.01%
200
1240
$8.61K ﹤0.01%
719
1241
$8.6K ﹤0.01%
103
1242
$8.58K ﹤0.01%
107
1243
$8.56K ﹤0.01%
297
1244
$8.5K ﹤0.01%
79
1245
$8.25K ﹤0.01%
+500
1246
$8.15K ﹤0.01%
100
1247
$8.13K ﹤0.01%
59
1248
$8.11K ﹤0.01%
24
1249
$8.04K ﹤0.01%
55
1250
$7.96K ﹤0.01%
88
48 49
50
51 52