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
1076
$22.3K ﹤0.01%
895
1077
$22.2K ﹤0.01%
+130
1078
$21.8K ﹤0.01%
692
+691
1079
$21.7K ﹤0.01%
1,303
1080
$21.7K ﹤0.01%
149
1081
$21.6K ﹤0.01%
380
1082
$21.4K ﹤0.01%
200
1083
$21K ﹤0.01%
200
1084
$21K ﹤0.01%
306
+38
1085
$20.9K ﹤0.01%
289
1086
$20.8K ﹤0.01%
205
-186
1087
$20.7K ﹤0.01%
200
1088
$20.5K ﹤0.01%
128
1089
$20.4K ﹤0.01%
1,828
-123
1090
$20.1K ﹤0.01%
280
+100
1091
$19.9K ﹤0.01%
108
1092
$19.9K ﹤0.01%
347
1093
$19.7K ﹤0.01%
282
1094
$19.7K ﹤0.01%
143
1095
$19.4K ﹤0.01%
109
+14
1096
$19.2K ﹤0.01%
3,000
1097
$19.2K ﹤0.01%
839
+4
1098
$19.2K ﹤0.01%
398
1099
$19K ﹤0.01%
181
1100
$19K ﹤0.01%
1,292
-220
42 43
44
45 46