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
1001
$30.9K ﹤0.01%
187
+17
1002
$30.8K ﹤0.01%
280
1003
$30.8K ﹤0.01%
884
+60
1004
$30.7K ﹤0.01%
373
1005
$30.4K ﹤0.01%
3,665
1006
$30.3K ﹤0.01%
697
+56
1007
$30.2K ﹤0.01%
2,254
1008
$30K ﹤0.01%
1,229
1009
$30K ﹤0.01%
555
+210
1010
$30K ﹤0.01%
174
1011
$29.7K ﹤0.01%
283
-176
1012
$29.1K ﹤0.01%
392
1013
$28.9K ﹤0.01%
436
1014
$28.9K ﹤0.01%
205
1015
$28.7K ﹤0.01%
1,272
+269
1016
$28.5K ﹤0.01%
262
1017
$28.3K ﹤0.01%
336
1018
$28.1K ﹤0.01%
443
1019
$28K ﹤0.01%
399
1020
$28K ﹤0.01%
1,118
-1,128
1021
$27.8K ﹤0.01%
+320
1022
$27.8K ﹤0.01%
546
1023
$27.7K ﹤0.01%
382
1024
$27.6K ﹤0.01%
433
1025
$27.5K ﹤0.01%
399