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
1151
$18.3K ﹤0.01%
727
+325
1152
$18.3K ﹤0.01%
641
1153
$18.2K ﹤0.01%
+158
1154
$18.1K ﹤0.01%
3,000
1155
$18.1K ﹤0.01%
345
1156
$18K ﹤0.01%
180
-50
1157
$18K ﹤0.01%
229
1158
$17.9K ﹤0.01%
347
-10
1159
$17.8K ﹤0.01%
310
1160
$17.8K ﹤0.01%
+317
1161
$17.7K ﹤0.01%
424
1162
$17.7K ﹤0.01%
343
1163
$17.6K ﹤0.01%
815
-396
1164
$17.3K ﹤0.01%
350
1165
$17.3K ﹤0.01%
401
-11
1166
$17.2K ﹤0.01%
628
1167
$17.1K ﹤0.01%
272
1168
$17.1K ﹤0.01%
525
-34
1169
$17K ﹤0.01%
544
-3,900
1170
$17K ﹤0.01%
+387
1171
$17K ﹤0.01%
240
1172
$16.8K ﹤0.01%
262
1173
$16.8K ﹤0.01%
1,226
-1,456
1174
$16.8K ﹤0.01%
255
1175
$16.7K ﹤0.01%
11