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
851
$74.9K ﹤0.01%
825
-200
852
$74.4K ﹤0.01%
2,000
853
$73.7K ﹤0.01%
857
-100
854
$73.3K ﹤0.01%
267
855
$73.2K ﹤0.01%
1,820
-20
856
$73K ﹤0.01%
1,097
857
$72.7K ﹤0.01%
6,852
858
$71.8K ﹤0.01%
350
859
$71.3K ﹤0.01%
1,931
-730
860
$71.1K ﹤0.01%
1,731
861
$70.9K ﹤0.01%
1,000
862
$70.1K ﹤0.01%
179
863
$69.7K ﹤0.01%
199
864
$69.2K ﹤0.01%
200
865
$69.1K ﹤0.01%
680
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866
$68.9K ﹤0.01%
1,162
867
$68.3K ﹤0.01%
3,142
-136
868
$68.2K ﹤0.01%
625
869
$68.2K ﹤0.01%
2,410
870
$67.8K ﹤0.01%
271
871
$67.4K ﹤0.01%
850
872
$66.8K ﹤0.01%
2,979
873
$66.4K ﹤0.01%
1,048
874
$66.1K ﹤0.01%
904
875
$65.9K ﹤0.01%
500
33 34
35
36 37