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
$7.05B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$17.2M
3 +$15M
4
NOW icon
ServiceNow
NOW
+$14.3M
5
ABNB icon
Airbnb
ABNB
+$11.3M

Top Sells

1 +$116M
2 +$23.1M
3 +$21.6M
4
TSLA icon
Tesla
TSLA
+$11.4M
5
STE icon
Steris
STE
+$9.69M

Sector Composition

1 Technology 26.97%
2 Financials 10.84%
3 Healthcare 8.51%
4 Consumer Discretionary 7.8%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$97.8K ﹤0.01%
1,800
777
$97.8K ﹤0.01%
10,240
778
$97.5K ﹤0.01%
1,355
779
$97.4K ﹤0.01%
3,344
780
$97.1K ﹤0.01%
2,475
781
$97.1K ﹤0.01%
2,885
782
$96K ﹤0.01%
2,223
783
$96K ﹤0.01%
+4,332
784
$94.8K ﹤0.01%
800
785
$94.5K ﹤0.01%
1,019
786
$93.2K ﹤0.01%
2,785
-1,220
787
$92.1K ﹤0.01%
+2,000
788
$92.1K ﹤0.01%
900
789
$91.7K ﹤0.01%
198
790
$91.6K ﹤0.01%
959
-1,165
791
$91.6K ﹤0.01%
226
+47
792
$91.6K ﹤0.01%
1,092
+166
793
$91.4K ﹤0.01%
514
+14
794
$90.9K ﹤0.01%
1,586
795
$90.4K ﹤0.01%
1,004
+25
796
$90.4K ﹤0.01%
3,895
797
$90.4K ﹤0.01%
3,047
+86
798
$90K ﹤0.01%
2,187
799
$89.6K ﹤0.01%
1,184
+6
800
$89.3K ﹤0.01%
1,885