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
1301
$5.76K ﹤0.01%
653
1302
$5.73K ﹤0.01%
1,050
-1,049
1303
$5.73K ﹤0.01%
155
1304
$5.71K ﹤0.01%
307
1305
$5.43K ﹤0.01%
60
1306
$5.42K ﹤0.01%
2,009
1307
$5.42K ﹤0.01%
144
1308
$5.42K ﹤0.01%
117
1309
$5.41K ﹤0.01%
808
1310
$5.34K ﹤0.01%
33
1311
$5.31K ﹤0.01%
110
1312
$5.29K ﹤0.01%
25
1313
$5.27K ﹤0.01%
312
1314
$5.25K ﹤0.01%
61
1315
$5.16K ﹤0.01%
488
-537
1316
$5.08K ﹤0.01%
508
1317
$5.06K ﹤0.01%
186
1318
$4.91K ﹤0.01%
17
-13
1319
$4.89K ﹤0.01%
45
-45
1320
$4.84K ﹤0.01%
35
1321
$4.81K ﹤0.01%
90
1322
$4.78K ﹤0.01%
314
1323
$4.73K ﹤0.01%
259
1324
$4.72K ﹤0.01%
275
1325
$4.72K ﹤0.01%
322
51 52
53
54 55