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
876
$61K ﹤0.01%
378
877
$60.5K ﹤0.01%
1,100
878
$60.4K ﹤0.01%
221
+21
879
$59.9K ﹤0.01%
4,722
-9,139
880
$59.7K ﹤0.01%
531
881
$59.1K ﹤0.01%
1,577
+1,554
882
$58.7K ﹤0.01%
2,279
+887
883
$58.7K ﹤0.01%
1,900
884
$58.6K ﹤0.01%
625
885
$58.4K ﹤0.01%
329
886
$58.2K ﹤0.01%
2,979
887
$58.1K ﹤0.01%
559
+1
888
$58K ﹤0.01%
695
889
$57.9K ﹤0.01%
637
890
$57.6K ﹤0.01%
3,063
+615
891
$57.3K ﹤0.01%
2,450
892
$56.8K ﹤0.01%
1,713
893
$56.6K ﹤0.01%
1,560
894
$56.1K ﹤0.01%
414
895
$55.6K ﹤0.01%
722
896
$54.9K ﹤0.01%
800
897
$54.5K ﹤0.01%
2,625
898
$54.1K ﹤0.01%
500
899
$54K ﹤0.01%
1,831
900
$53.6K ﹤0.01%
434