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
876
$65.7K ﹤0.01%
360
877
$65.5K ﹤0.01%
2,216
878
$65.3K ﹤0.01%
400
879
$65.1K ﹤0.01%
410
-274
880
$64.8K ﹤0.01%
3,081
-800
881
$64.5K ﹤0.01%
2,031
882
$64.3K ﹤0.01%
+233
883
$62.1K ﹤0.01%
1,100
884
$61.8K ﹤0.01%
2,000
885
$61.4K ﹤0.01%
333
886
$61.3K ﹤0.01%
800
887
$61.1K ﹤0.01%
1,176
888
$61.1K ﹤0.01%
508
889
$61K ﹤0.01%
308
890
$60.8K ﹤0.01%
3,000
891
$60.4K ﹤0.01%
1,202
892
$60.4K ﹤0.01%
558
+1
893
$60.3K ﹤0.01%
578
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894
$60.2K ﹤0.01%
1,838
895
$60.1K ﹤0.01%
2,449
896
$60.1K ﹤0.01%
1,758
897
$60.1K ﹤0.01%
+1,550
898
$59.9K ﹤0.01%
1,219
+1,200
899
$59.7K ﹤0.01%
695
900
$59.4K ﹤0.01%
801
-22
34 35
36
37 38