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
$6.86B
AUM Growth
+$690M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$12.8M
3
+$8.36M
4
NOW icon
ServiceNow
NOW
+$7.38M
5
IQV icon
IQVIA
IQV
+$7.25M

Top Sells

1
+$18.2M
2
+$14.7M
3
+$11.6M
4
TSLA icon
Tesla
TSLA
+$6.45M
5
AMT icon
American Tower
AMT
+$6.05M

Sector Composition

1 Technology 23.85%
2 Financials 12.95%
3 Healthcare 8.82%
4 Consumer Discretionary 7.69%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$83.1K ﹤0.01%
3,038
827
$82.1K ﹤0.01%
1,178
+11
828
$81.9K ﹤0.01%
1,360
829
$81.8K ﹤0.01%
2,187
830
$81.6K ﹤0.01%
1,424
831
$81.3K ﹤0.01%
16,910
832
$81.3K ﹤0.01%
+5,000
833
$81.2K ﹤0.01%
361
834
$81.2K ﹤0.01%
1,762
835
$80.5K ﹤0.01%
542
+324
836
$80.3K ﹤0.01%
1,600
+300
837
$80.2K ﹤0.01%
4,577
838
$78.9K ﹤0.01%
810
839
$78.8K ﹤0.01%
1,142
+424
840
$78.6K ﹤0.01%
4,192
-650
841
$78.2K ﹤0.01%
1,073
842
$78.1K ﹤0.01%
2,300
-91
843
$78K ﹤0.01%
1,023
844
$77.9K ﹤0.01%
8,588
845
$76.9K ﹤0.01%
2,000
846
$76.9K ﹤0.01%
1,800
847
$76.1K ﹤0.01%
138
848
$75.4K ﹤0.01%
1,800
849
$75.1K ﹤0.01%
5,655
+5,000
850
$75K ﹤0.01%
1,842
+1,741
32 33
34
35 36