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
1151
$15.8K ﹤0.01%
+292
1152
$15.8K ﹤0.01%
+1,072
1153
$15.8K ﹤0.01%
141
+18
1154
$15.8K ﹤0.01%
77
-369
1155
$15.8K ﹤0.01%
170
1156
$15.7K ﹤0.01%
86
1157
$15.7K ﹤0.01%
55
1158
$15.6K ﹤0.01%
324
1159
$15.3K ﹤0.01%
387
+332
1160
$15.2K ﹤0.01%
144
+59
1161
$15.2K ﹤0.01%
2,326
-1,997
1162
$15K ﹤0.01%
+310
1163
$15K ﹤0.01%
272
1164
$14.9K ﹤0.01%
+166
1165
$14.9K ﹤0.01%
317
1166
$14.9K ﹤0.01%
291
+122
1167
$14.8K ﹤0.01%
316
1168
$14.8K ﹤0.01%
560
-161
1169
$14.6K ﹤0.01%
+157
1170
$14.5K ﹤0.01%
+2,099
1171
$14.5K ﹤0.01%
122
1172
$14.5K ﹤0.01%
1,259
1173
$14.4K ﹤0.01%
+90
1174
$14.4K ﹤0.01%
643
+305
1175
$14.3K ﹤0.01%
472
+73