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
926
$53.6K ﹤0.01%
1,713
927
$53.1K ﹤0.01%
394
928
$52.7K ﹤0.01%
676
929
$52.4K ﹤0.01%
1,831
-746
930
$52.3K ﹤0.01%
160
931
$52.2K ﹤0.01%
1,000
932
$52.2K ﹤0.01%
400
-102
933
$51.8K ﹤0.01%
1,000
934
$51.4K ﹤0.01%
1,222
+595
935
$51.1K ﹤0.01%
547
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936
$50.6K ﹤0.01%
329
937
$50.5K ﹤0.01%
1,000
938
$49.9K ﹤0.01%
840
939
$49.6K ﹤0.01%
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940
$49.6K ﹤0.01%
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941
$48.9K ﹤0.01%
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942
$48.6K ﹤0.01%
1,000
943
$48.2K ﹤0.01%
2,638
944
$47.6K ﹤0.01%
441
945
$47.6K ﹤0.01%
321
946
$47.6K ﹤0.01%
475
947
$47.5K ﹤0.01%
788
948
$47.3K ﹤0.01%
994
949
$47K ﹤0.01%
862
950
$47K ﹤0.01%
1,029
36 37
38
39 40