WT
Whittier Trust Portfolio holdings
AUM
$8.29B
1-Year Return
20.48%
This Quarter Return
+13.43%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$6.86B
AUM Growth
+$690M
(+11%)
Cap. Flow
+$31M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
32.59%
Holding
1,581
New
76
Increased
327
Reduced
402
Closed
71
Top Buys
| 1 |
Eli Lilly
LLY
|
+$20.1M |
| 2 |
AbbVie
ABBV
|
+$12.8M |
| 3 |
Microsoft
MSFT
|
+$8.36M |
| 4 |
ServiceNow
NOW
|
+$7.38M |
| 5 |
IQVIA
IQV
|
+$7.25M |
Top Sells
| 1 |
Airbnb
ABNB
|
+$18.2M |
| 2 |
Coinbase
COIN
|
+$14.7M |
| 3 |
NVIDIA
NVDA
|
+$11.6M |
| 4 |
Tesla
TSLA
|
+$6.45M |
| 5 |
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% |
