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
1376
$2.7K ﹤0.01%
60
1377
$2.69K ﹤0.01%
187
1378
$2.68K ﹤0.01%
417
1379
$2.62K ﹤0.01%
30
1380
$2.59K ﹤0.01%
262
1381
$2.58K ﹤0.01%
289
1382
$2.55K ﹤0.01%
90
1383
$2.52K ﹤0.01%
200
1384
$2.51K ﹤0.01%
22
1385
$2.49K ﹤0.01%
59
1386
$2.47K ﹤0.01%
88
1387
$2.37K ﹤0.01%
60
1388
$2.35K ﹤0.01%
15
-82
1389
$2.22K ﹤0.01%
20
1390
$2.21K ﹤0.01%
1,262
1391
$2.2K ﹤0.01%
193
1392
$2.18K ﹤0.01%
201
1393
$2.09K ﹤0.01%
+433
1394
$2.02K ﹤0.01%
300
1395
$2.01K ﹤0.01%
40
1396
$1.99K ﹤0.01%
105
1397
$1.88K ﹤0.01%
36
1398
$1.85K ﹤0.01%
35
1399
$1.84K ﹤0.01%
25
1400
$1.83K ﹤0.01%
34
54 55
56
57 58