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
1276
$6.72K ﹤0.01%
81
1277
$6.7K ﹤0.01%
200
1278
$6.68K ﹤0.01%
173
-4,000
1279
$6.64K ﹤0.01%
333
1280
$6.56K ﹤0.01%
188
-17
1281
$6.53K ﹤0.01%
50
1282
$6.47K ﹤0.01%
195
1283
$6.35K ﹤0.01%
1,200
1284
$6.33K ﹤0.01%
29
1285
$6.33K ﹤0.01%
+72
1286
$6.29K ﹤0.01%
67
-120
1287
$6.25K ﹤0.01%
101
1288
$6.16K ﹤0.01%
150
1289
$6.14K ﹤0.01%
482
-102
1290
$6.09K ﹤0.01%
264
1291
$6.04K ﹤0.01%
72
1292
$6.01K ﹤0.01%
88
1293
$6.01K ﹤0.01%
537
1294
$6K ﹤0.01%
524
-9,750
1295
$5.93K ﹤0.01%
155
1296
$5.92K ﹤0.01%
1,999
1297
$5.87K ﹤0.01%
16
1298
$5.86K ﹤0.01%
53
1299
$5.83K ﹤0.01%
94
+11
1300
$5.79K ﹤0.01%
192
50 51
52
53 54