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
951
$46.9K ﹤0.01%
135
-63
952
$46.6K ﹤0.01%
1,500
953
$46.6K ﹤0.01%
151
954
$46.4K ﹤0.01%
1,213
955
$45.9K ﹤0.01%
674
956
$45.6K ﹤0.01%
2,625
957
$45.1K ﹤0.01%
1,966
958
$44.8K ﹤0.01%
1,496
959
$44.7K ﹤0.01%
694
-3
960
$44.6K ﹤0.01%
620
961
$44.2K ﹤0.01%
1,145
-144
962
$44.1K ﹤0.01%
610
963
$44K ﹤0.01%
391
+186
964
$43.9K ﹤0.01%
2,340
-604
965
$43.7K ﹤0.01%
3,409
-115
966
$43.5K ﹤0.01%
3,859
-138
967
$42.6K ﹤0.01%
715
-220
968
$42.2K ﹤0.01%
518
969
$42.2K ﹤0.01%
785
970
$41.9K ﹤0.01%
1,415
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971
$41.7K ﹤0.01%
781
972
$41.3K ﹤0.01%
230
973
$41.2K ﹤0.01%
1,072
-47
974
$40.8K ﹤0.01%
+413
975
$40.7K ﹤0.01%
433
37 38
39
40 41