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
976
$40.7K ﹤0.01%
+351
977
$40.5K ﹤0.01%
610
+337
978
$40.2K ﹤0.01%
542
+435
979
$40.1K ﹤0.01%
4,246
980
$39.9K ﹤0.01%
1,261
981
$39.8K ﹤0.01%
522
982
$39.7K ﹤0.01%
157
983
$39.1K ﹤0.01%
392
984
$38.9K ﹤0.01%
2,957
985
$38.6K ﹤0.01%
1,385
+972
986
$38.5K ﹤0.01%
5,706
987
$38.5K ﹤0.01%
277
988
$38.4K ﹤0.01%
890
-5
989
$38.1K ﹤0.01%
657
+3
990
$37.6K ﹤0.01%
1,250
-280
991
$37.4K ﹤0.01%
+744
992
$37K ﹤0.01%
192
993
$37K ﹤0.01%
59
-46
994
$37K ﹤0.01%
+113
995
$36.8K ﹤0.01%
151
996
$36.7K ﹤0.01%
546
-20
997
$36.7K ﹤0.01%
600
-1,072
998
$36K ﹤0.01%
296
-220
999
$35.9K ﹤0.01%
198
1000
$35.8K ﹤0.01%
+30
38 39
40
41 42