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
951
$40.6K ﹤0.01%
805
+20
952
$40.1K ﹤0.01%
620
953
$39.7K ﹤0.01%
249
-28
954
$39.4K ﹤0.01%
192
955
$39.1K ﹤0.01%
230
956
$39K ﹤0.01%
502
-6
957
$38.9K ﹤0.01%
473
958
$38.9K ﹤0.01%
3,630
-616
959
$38.8K ﹤0.01%
694
960
$38.4K ﹤0.01%
5,706
961
$38.3K ﹤0.01%
715
962
$38.2K ﹤0.01%
2,625
963
$38.1K ﹤0.01%
661
+4
964
$37.6K ﹤0.01%
1,500
965
$37.2K ﹤0.01%
475
966
$37.1K ﹤0.01%
157
967
$37K ﹤0.01%
215
968
$36.9K ﹤0.01%
296
969
$36.9K ﹤0.01%
2,957
970
$36.3K ﹤0.01%
1,013
971
$35.9K ﹤0.01%
30
972
$35.8K ﹤0.01%
328
973
$35.6K ﹤0.01%
887
+132
974
$35.4K ﹤0.01%
890
975
$35K ﹤0.01%
99
-256
37 38
39
40 41