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
851
$70K ﹤0.01%
+100
852
$69.8K ﹤0.01%
680
853
$69.7K ﹤0.01%
2,000
854
$69.5K ﹤0.01%
2,449
855
$69.2K ﹤0.01%
1,838
856
$69K ﹤0.01%
1,820
857
$67K ﹤0.01%
1,073
858
$66.8K ﹤0.01%
271
859
$66.6K ﹤0.01%
360
860
$65.5K ﹤0.01%
500
861
$64.6K ﹤0.01%
1,048
862
$64K ﹤0.01%
1,550
863
$63.7K ﹤0.01%
2,410
864
$63.6K ﹤0.01%
3,000
865
$63.2K ﹤0.01%
850
866
$63.1K ﹤0.01%
1,264
+102
867
$62.9K ﹤0.01%
508
868
$62.7K ﹤0.01%
4,643
-1,215
869
$62.6K ﹤0.01%
333
870
$62.6K ﹤0.01%
657
-200
871
$62.3K ﹤0.01%
576
-206
872
$62.2K ﹤0.01%
2,031
873
$62.1K ﹤0.01%
798
874
$61.9K ﹤0.01%
267
875
$61.7K ﹤0.01%
3,081
33 34
35
36 37