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
1076
$25.5K ﹤0.01%
128
1077
$25.2K ﹤0.01%
641
-770
1078
$25.2K ﹤0.01%
273
1079
$24.9K ﹤0.01%
425
1080
$24.9K ﹤0.01%
+165
1081
$24.8K ﹤0.01%
505
1082
$24.7K ﹤0.01%
2,254
-8,054
1083
$24.4K ﹤0.01%
500
1084
$24.4K ﹤0.01%
200
1085
$24.3K ﹤0.01%
1,049
1086
$24.2K ﹤0.01%
990
1087
$24.1K ﹤0.01%
3,000
1088
$23.9K ﹤0.01%
+367
1089
$23.9K ﹤0.01%
835
-6
1090
$23.8K ﹤0.01%
1,951
1091
$23.8K ﹤0.01%
+1,294
1092
$23.7K ﹤0.01%
+237
1093
$23.5K ﹤0.01%
+1,492
1094
$23.4K ﹤0.01%
1,159
1095
$23.2K ﹤0.01%
300
1096
$23K ﹤0.01%
97
1097
$23K ﹤0.01%
+1,288
1098
$22.9K ﹤0.01%
+713
1099
$22.8K ﹤0.01%
214
1100
$22.6K ﹤0.01%
493