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
1101
$18.9K ﹤0.01%
+562
1102
$18.7K ﹤0.01%
63
1103
$18.7K ﹤0.01%
544
1104
$18.6K ﹤0.01%
251
1105
$18.5K ﹤0.01%
250
+169
1106
$18.5K ﹤0.01%
115
+14
1107
$18.5K ﹤0.01%
231
1108
$18.3K ﹤0.01%
3,000
1109
$18.2K ﹤0.01%
1,065
+767
1110
$18.2K ﹤0.01%
252
-14
1111
$18.1K ﹤0.01%
50
1112
$18K ﹤0.01%
187
1113
$17.9K ﹤0.01%
439
+419
1114
$17.9K ﹤0.01%
110
1115
$17.9K ﹤0.01%
525
1116
$17.8K ﹤0.01%
1,226
1117
$17.7K ﹤0.01%
505
1118
$17.6K ﹤0.01%
792
1119
$17.5K ﹤0.01%
115
1120
$17.5K ﹤0.01%
1,078
1121
$17.3K ﹤0.01%
11
1122
$17.3K ﹤0.01%
432
1123
$17.3K ﹤0.01%
505
1124
$17.2K ﹤0.01%
350
1125
$17.2K ﹤0.01%
97