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
1101
$22.3K ﹤0.01%
356
1102
$22.2K ﹤0.01%
641
1103
$22.1K ﹤0.01%
129
1104
$22K ﹤0.01%
200
1105
$22K ﹤0.01%
380
1106
$21.7K ﹤0.01%
203
1107
$21.7K ﹤0.01%
1,303
1108
$21.6K ﹤0.01%
+578
1109
$21.6K ﹤0.01%
+1,110
1110
$21.4K ﹤0.01%
200
1111
$21.3K ﹤0.01%
+545
1112
$21.3K ﹤0.01%
950
-155
1113
$21.2K ﹤0.01%
+355
1114
$20.9K ﹤0.01%
760
1115
$20.9K ﹤0.01%
251
1116
$20.8K ﹤0.01%
108
1117
$20.7K ﹤0.01%
+1,256
1118
$20.7K ﹤0.01%
1,797
-703
1119
$20.7K ﹤0.01%
765
1120
$20.5K ﹤0.01%
200
1121
$20.4K ﹤0.01%
615
+515
1122
$20.4K ﹤0.01%
+143
1123
$20.2K ﹤0.01%
50
1124
$20.2K ﹤0.01%
231
1125
$20.2K ﹤0.01%
696