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
1326
$4.71K ﹤0.01%
722
1327
$4.69K ﹤0.01%
131
-90
1328
$4.66K ﹤0.01%
152
-10,000
1329
$4.65K ﹤0.01%
63
1330
$4.61K ﹤0.01%
45
-24
1331
$4.59K ﹤0.01%
170
1332
$4.58K ﹤0.01%
30
1333
$4.57K ﹤0.01%
35
1334
$4.5K ﹤0.01%
61
1335
$4.49K ﹤0.01%
22
1336
$4.39K ﹤0.01%
906
+224
1337
$4.32K ﹤0.01%
127
1338
$4.31K ﹤0.01%
44
1339
$4.28K ﹤0.01%
90
1340
$4.25K ﹤0.01%
188
-115
1341
$4.23K ﹤0.01%
272
1342
$4.23K ﹤0.01%
458
1343
$4.2K ﹤0.01%
283
1344
$4.2K ﹤0.01%
200
1345
$4.18K ﹤0.01%
141
-141
1346
$4.14K ﹤0.01%
340
1347
$4.05K ﹤0.01%
136
-280
1348
$3.96K ﹤0.01%
159
1349
$3.93K ﹤0.01%
31
1350
$3.91K ﹤0.01%
224
52 53
54
55 56