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
1251
$7.9K ﹤0.01%
434
+200
1252
$7.86K ﹤0.01%
235
1253
$7.8K ﹤0.01%
432
1254
$7.75K ﹤0.01%
66
1255
$7.75K ﹤0.01%
51
1256
$7.69K ﹤0.01%
189
1257
$7.68K ﹤0.01%
196
1258
$7.63K ﹤0.01%
537
-462
1259
$7.56K ﹤0.01%
338
-305
1260
$7.53K ﹤0.01%
242
1261
$7.5K ﹤0.01%
627
-225
1262
$7.44K ﹤0.01%
197
1263
$7.44K ﹤0.01%
64
1264
$7.39K ﹤0.01%
153
1265
$7.34K ﹤0.01%
431
+125
1266
$7.32K ﹤0.01%
+218
1267
$7.26K ﹤0.01%
97
-48
1268
$7.15K ﹤0.01%
200
1269
$7.08K ﹤0.01%
584
1270
$6.99K ﹤0.01%
50
1271
$6.96K ﹤0.01%
92
1272
$6.87K ﹤0.01%
190
1273
$6.85K ﹤0.01%
135
1274
$6.84K ﹤0.01%
155
1275
$6.75K ﹤0.01%
337
-337
49 50
51
52 53