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
1051
$28.3K ﹤0.01%
1,512
-1,600
1052
$28.2K ﹤0.01%
229
1053
$28.1K ﹤0.01%
+700
1054
$27.9K ﹤0.01%
696
-17
1055
$27.9K ﹤0.01%
170
-37
1056
$27.8K ﹤0.01%
+791
1057
$27.4K ﹤0.01%
260
-300
1058
$27.3K ﹤0.01%
+672
1059
$27.1K ﹤0.01%
436
1060
$26.9K ﹤0.01%
2,253
-25
1061
$26.7K ﹤0.01%
262
1062
$26.7K ﹤0.01%
90
1063
$26.5K ﹤0.01%
285
1064
$26.4K ﹤0.01%
308
+3
1065
$26.4K ﹤0.01%
138
1066
$26.3K ﹤0.01%
321
1067
$26.3K ﹤0.01%
1,003
-45
1068
$26.3K ﹤0.01%
336
1069
$26.2K ﹤0.01%
390
1070
$26.1K ﹤0.01%
825
1071
$26K ﹤0.01%
382
1072
$25.9K ﹤0.01%
63
1073
$25.8K ﹤0.01%
1,500
1074
$25.6K ﹤0.01%
188
1075
$25.6K ﹤0.01%
664
41 42
43
44 45