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
1351
$3.91K ﹤0.01%
100
1352
$3.88K ﹤0.01%
110
1353
$3.87K ﹤0.01%
+333
1354
$3.83K ﹤0.01%
505
1355
$3.81K ﹤0.01%
59
-85
1356
$3.81K ﹤0.01%
193
1357
$3.72K ﹤0.01%
99
1358
$3.69K ﹤0.01%
683
1359
$3.61K ﹤0.01%
75
1360
$3.56K ﹤0.01%
207
1361
$3.54K ﹤0.01%
100
1362
$3.46K ﹤0.01%
125
-280
1363
$3.31K ﹤0.01%
75
1364
$3.29K ﹤0.01%
10
1365
$3.15K ﹤0.01%
34
1366
$3.13K ﹤0.01%
216
-786
1367
$3.1K ﹤0.01%
165
1368
$3.07K ﹤0.01%
75
-400
1369
$2.99K ﹤0.01%
396
-300
1370
$2.98K ﹤0.01%
78
1371
$2.94K ﹤0.01%
421
1372
$2.84K ﹤0.01%
67
1373
$2.8K ﹤0.01%
70
1374
$2.79K ﹤0.01%
261
1375
$2.72K ﹤0.01%
241
53 54
55
56 57