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
1051
$24.2K ﹤0.01%
247
+67
1052
$24.2K ﹤0.01%
1,797
1053
$24K ﹤0.01%
425
1054
$23.7K ﹤0.01%
281
-266
1055
$23.7K ﹤0.01%
950
1056
$23.6K ﹤0.01%
600
+533
1057
$23.6K ﹤0.01%
188
1058
$23.6K ﹤0.01%
834
+138
1059
$23.5K ﹤0.01%
90
1060
$23.5K ﹤0.01%
57
+7
1061
$23.4K ﹤0.01%
795
-32
1062
$23.4K ﹤0.01%
173
-178
1063
$23.3K ﹤0.01%
2,253
1064
$23.3K ﹤0.01%
328
-1,676
1065
$23.3K ﹤0.01%
147
+18
1066
$23.2K ﹤0.01%
563
+70
1067
$23.2K ﹤0.01%
300
1068
$23.1K ﹤0.01%
1,545
+862
1069
$23.1K ﹤0.01%
524
1070
$22.7K ﹤0.01%
627
-595
1071
$22.5K ﹤0.01%
430
+205
1072
$22.5K ﹤0.01%
629
-35
1073
$22.5K ﹤0.01%
260
1074
$22.4K ﹤0.01%
229
1075
$22.4K ﹤0.01%
756
-7,888