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
976
$35K ﹤0.01%
890
-182
977
$35K ﹤0.01%
209
978
$34.9K ﹤0.01%
1,261
979
$34.9K ﹤0.01%
1,000
-758
980
$34.8K ﹤0.01%
3,859
981
$34.8K ﹤0.01%
59
982
$34.7K ﹤0.01%
405
983
$34.5K ﹤0.01%
1,250
984
$34.5K ﹤0.01%
785
985
$34.3K ﹤0.01%
1,200
+435
986
$34.1K ﹤0.01%
346
-232
987
$33.9K ﹤0.01%
444
-1,500
988
$33.9K ﹤0.01%
600
989
$33.7K ﹤0.01%
1,500
990
$33.3K ﹤0.01%
+1,228
991
$33.2K ﹤0.01%
1,300
992
$32.9K ﹤0.01%
861
+802
993
$32.8K ﹤0.01%
668
-534
994
$32.7K ﹤0.01%
1,496
995
$31.7K ﹤0.01%
210
996
$31.6K ﹤0.01%
154
997
$31.6K ﹤0.01%
10
998
$31.1K ﹤0.01%
744
999
$31K ﹤0.01%
377
-1,700
1000
$30.9K ﹤0.01%
138
38 39
40
41 42