WT
Whittier Trust Portfolio holdings
AUM
$8.79B
1-Year Est. Return
24.79%
1 Year Est. Return
+24.79%
AUM
$8.79B
AUM Growth
+$492M
(+5.9%)
Holding
1,640
Top Buys
| 1 | +$27.3M | |
| 2 | +$15.2M | |
| 3 | +$14.4M | |
| 4 |
Palantir
PLTR
|
+$13.3M |
| 5 |
Amgen
AMGN
|
+$11.7M |
Top Sells
| 1 | +$97.3M | |
| 2 | +$56M | |
| 3 | +$21.3M | |
| 4 |
IQVIA
IQV
|
+$19.5M |
| 5 |
Cheniere Energy
LNG
|
+$13.6M |
Sector Composition
| 1 | Technology | 28.55% |
| 2 | Financials | 12.61% |
| 3 | Consumer Discretionary | 8.1% |
| 4 | Communication Services | 7.77% |
| 5 | Healthcare | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Eaton
ETN
$134B
| – | – |
-272,608
|
|
||
1627
Exponent
EXPO
$3.61B
| – | – |
-184
|
|
||
1628
Ford
F
$52.9B
| – | – |
-4,000
|
|
||
1629
FirstCash
FCFS
$6.99B
| – | – |
-283
|
|
||
1630
Flex
FLEX
$21.9B
| – | – |
-1,831
|
|
||
1631
Fomento Económico Mexicano
FMX
$33.2B
| – | – |
-14,950
|
|
||
1632
First Industrial Realty Trust
FR
$7.58B
| – | – |
-189
|
|
||
1633
Frontline
FRO
$5.24B
| – | – |
-462
|
|
||
1634
FirstService
FSV
$7.17B
| – | – |
-115
|
|
||
1635
FTAI Aviation
FTAI
$17.8B
| – | – |
-14,252
|
|
||
1636
First Trust Capital Strength ETF
FTCS
$8.27B
| – | – |
-313
|
|
||
1637
Galicia Financial Group
GGAL
$8.6B
| – | – |
-13,842
|
|
||
1638
CGI
GIB
$19.4B
| – | – |
-119
|
|
||
1639
Gildan
GIL
$8.32B
| – | – |
-121
|
|