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
901
$59.3K ﹤0.01%
378
-9,600
902
$59.3K ﹤0.01%
637
903
$59.1K ﹤0.01%
2,450
904
$59K ﹤0.01%
6,767
-5,301
905
$58.8K ﹤0.01%
2,246
+1,128
906
$58.5K ﹤0.01%
459
+176
907
$58.3K ﹤0.01%
1,900
908
$58.2K ﹤0.01%
414
909
$58K ﹤0.01%
531
910
$57.6K ﹤0.01%
722
-5
911
$57.3K ﹤0.01%
416
-23
912
$57.2K ﹤0.01%
2,625
913
$57.1K ﹤0.01%
1,560
914
$56.8K ﹤0.01%
2,150
915
$56.7K ﹤0.01%
351
-40
916
$56.7K ﹤0.01%
1,061
917
$56.3K ﹤0.01%
524
-442
918
$56.2K ﹤0.01%
500
919
$56K ﹤0.01%
215
+25
920
$55.7K ﹤0.01%
434
921
$55K ﹤0.01%
473
922
$54.4K ﹤0.01%
325
923
$54.4K ﹤0.01%
+693
924
$54.3K ﹤0.01%
1,556
-25
925
$54K ﹤0.01%
798
35 36
37
38 39