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
1026
$31.9K ﹤0.01%
645
1027
$31.8K ﹤0.01%
343
+298
1028
$31.3K ﹤0.01%
439
+353
1029
$31.3K ﹤0.01%
+373
1030
$31.1K ﹤0.01%
+221
1031
$31K ﹤0.01%
233
1032
$30.9K ﹤0.01%
744
1033
$30.9K ﹤0.01%
399
1034
$30.7K ﹤0.01%
824
1035
$30.3K ﹤0.01%
1,229
1036
$30.2K ﹤0.01%
755
-147
1037
$30K ﹤0.01%
154
1038
$30K ﹤0.01%
+420
1039
$29.9K ﹤0.01%
1,012
-85
1040
$29.8K ﹤0.01%
140
1041
$29.7K ﹤0.01%
895
-25
1042
$29.5K ﹤0.01%
205
1043
$29.2K ﹤0.01%
443
1044
$28.9K ﹤0.01%
268
-1
1045
$28.9K ﹤0.01%
399
1046
$28.8K ﹤0.01%
+1,147
1047
$28.6K ﹤0.01%
2,023
1048
$28.5K ﹤0.01%
3,665
1049
$28.5K ﹤0.01%
150
1050
$28.4K ﹤0.01%
827
-100
40 41
42
43 44