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
1426
$1.19K ﹤0.01%
93
1427
$1.14K ﹤0.01%
55
1428
$1.12K ﹤0.01%
23
1429
$1.1K ﹤0.01%
12
1430
$1.09K ﹤0.01%
17
-3
1431
$1.07K ﹤0.01%
35
1432
$1.04K ﹤0.01%
120
1433
$1.01K ﹤0.01%
37
1434
$1.01K ﹤0.01%
38
1435
$993 ﹤0.01%
25
1436
$987 ﹤0.01%
1,011
+343
1437
$952 ﹤0.01%
49
-218
1438
$942 ﹤0.01%
50
1439
$882 ﹤0.01%
300
1440
$866 ﹤0.01%
26
1441
$849 ﹤0.01%
18
1442
$834 ﹤0.01%
15
1443
$821 ﹤0.01%
58
1444
$818 ﹤0.01%
100
1445
$808 ﹤0.01%
94
1446
$780 ﹤0.01%
25
1447
$771 ﹤0.01%
117
-184
1448
$724 ﹤0.01%
20
1449
$671 ﹤0.01%
22
1450
$670 ﹤0.01%
171
+150
56 57
58
59 60