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
901
$53.4K ﹤0.01%
424
+8
902
$52.3K ﹤0.01%
705
+29
903
$52.2K ﹤0.01%
1,533
904
$51.2K ﹤0.01%
751
+312
905
$51.2K ﹤0.01%
1,045
+183
906
$50.8K ﹤0.01%
325
907
$50.7K ﹤0.01%
1,053
-1,914
908
$50.5K ﹤0.01%
1,000
909
$50.3K ﹤0.01%
113
910
$50K ﹤0.01%
2,027
+512
911
$49.8K ﹤0.01%
+2,370
912
$49.5K ﹤0.01%
2,216
913
$49.5K ﹤0.01%
840
914
$49.1K ﹤0.01%
416
+22
915
$48.8K ﹤0.01%
165
+14
916
$48.6K ﹤0.01%
1,508
-902
917
$48.5K ﹤0.01%
1,000
918
$48.4K ﹤0.01%
634
+112
919
$48.3K ﹤0.01%
718
-424
920
$47.5K ﹤0.01%
2,472
+2,400
921
$47.5K ﹤0.01%
441
922
$47.4K ﹤0.01%
1,556
923
$47.4K ﹤0.01%
786
924
$47K ﹤0.01%
400
925
$46.8K ﹤0.01%
788
35 36
37
38 39