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
1126
$20.2K ﹤0.01%
295
+140
1127
$20.1K ﹤0.01%
50
1128
$20K ﹤0.01%
282
-145
1129
$20K ﹤0.01%
187
1130
$19.9K ﹤0.01%
290
1131
$19.9K ﹤0.01%
86
1132
$19.9K ﹤0.01%
+236
1133
$19.8K ﹤0.01%
258
1134
$19.8K ﹤0.01%
505
1135
$19.7K ﹤0.01%
721
1136
$19.7K ﹤0.01%
143
1137
$19.7K ﹤0.01%
107
1138
$19.6K ﹤0.01%
170
-25
1139
$19.6K ﹤0.01%
+1,278
1140
$19.5K ﹤0.01%
149
+77
1141
$19.3K ﹤0.01%
266
-400
1142
$19.3K ﹤0.01%
+457
1143
$19.2K ﹤0.01%
+84
1144
$19.2K ﹤0.01%
95
1145
$19.1K ﹤0.01%
398
1146
$19.1K ﹤0.01%
115
1147
$19K ﹤0.01%
181
1148
$18.8K ﹤0.01%
792
1149
$18.4K ﹤0.01%
101
1150
$18.4K ﹤0.01%
55