WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.18B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,580
New
Increased
Reduced
Closed

Top Buys

1 +$22.9M
2 +$19.3M
3 +$15.4M
4
NOW icon
ServiceNow
NOW
+$15.1M
5
COF icon
Capital One
COF
+$14.7M

Top Sells

1 +$73.3M
2 +$23.6M
3 +$16.6M
4
V icon
Visa
V
+$14.2M
5
DPZ icon
Domino's
DPZ
+$7.52M

Sector Composition

1 Technology 23.53%
2 Financials 13.87%
3 Healthcare 8.21%
4 Consumer Discretionary 7.78%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$17.8K ﹤0.01%
295
1127
$17.5K ﹤0.01%
227
1128
$17.5K ﹤0.01%
658
1129
$17.2K ﹤0.01%
270
1130
$17.2K ﹤0.01%
291
1131
$17.1K ﹤0.01%
240
1132
$17.1K ﹤0.01%
1,266
-6
1133
$17K ﹤0.01%
420
1134
$17K ﹤0.01%
397
-162
1135
$16.9K ﹤0.01%
1,114
-431
1136
$16.8K ﹤0.01%
233
-191
1137
$16.6K ﹤0.01%
231
1138
$16.6K ﹤0.01%
170
1139
$16.5K ﹤0.01%
1,496
1140
$16.5K ﹤0.01%
505
1141
$16.5K ﹤0.01%
505
1142
$16.4K ﹤0.01%
627
1143
$16.2K ﹤0.01%
108
1144
$16.2K ﹤0.01%
122
1145
$16K ﹤0.01%
292
1146
$15.9K ﹤0.01%
436
1147
$15.9K ﹤0.01%
180
-67
1148
$15.8K ﹤0.01%
324
1149
$15.7K ﹤0.01%
100
1150
$15.7K ﹤0.01%
1,200