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
1126
$17.1K ﹤0.01%
229
1127
$17.1K ﹤0.01%
290
1128
$17.1K ﹤0.01%
+1,562
1129
$17K ﹤0.01%
760
1130
$17K ﹤0.01%
262
1131
$16.9K ﹤0.01%
286
-324
1132
$16.9K ﹤0.01%
430
1133
$16.8K ﹤0.01%
100
1134
$16.6K ﹤0.01%
178
1135
$16.6K ﹤0.01%
728
+145
1136
$16.6K ﹤0.01%
255
1137
$16.5K ﹤0.01%
155
+131
1138
$16.5K ﹤0.01%
401
1139
$16.3K ﹤0.01%
+805
1140
$16.3K ﹤0.01%
240
1141
$16.2K ﹤0.01%
696
1142
$16.2K ﹤0.01%
628
1143
$16.2K ﹤0.01%
424
1144
$16.2K ﹤0.01%
+548
1145
$16.2K ﹤0.01%
1,631
1146
$16.1K ﹤0.01%
594
1147
$16.1K ﹤0.01%
192
-22
1148
$16.1K ﹤0.01%
600
1149
$15.9K ﹤0.01%
+294
1150
$15.9K ﹤0.01%
600