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
1026
$27.4K ﹤0.01%
1,198
+598
1027
$27.4K ﹤0.01%
150
1028
$27.4K ﹤0.01%
2,023
1029
$27.3K ﹤0.01%
1,012
1030
$26.9K ﹤0.01%
+162
1031
$26.8K ﹤0.01%
295
+37
1032
$26.5K ﹤0.01%
285
1033
$26.4K ﹤0.01%
+640
1034
$26.3K ﹤0.01%
220
+130
1035
$26K ﹤0.01%
309
+1
1036
$26K ﹤0.01%
835
+431
1037
$25.9K ﹤0.01%
1,159
1038
$25.9K ﹤0.01%
800
-1,500
1039
$25.8K ﹤0.01%
1,245
+507
1040
$25.8K ﹤0.01%
390
1041
$25.7K ﹤0.01%
140
1042
$25.2K ﹤0.01%
559
+323
1043
$25.1K ﹤0.01%
273
1044
$25K ﹤0.01%
200
1045
$24.9K ﹤0.01%
233
1046
$24.7K ﹤0.01%
2,972
+472
1047
$24.6K ﹤0.01%
725
-100
1048
$24.5K ﹤0.01%
1,361
+824
1049
$24.4K ﹤0.01%
990
1050
$24.3K ﹤0.01%
500