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
1176
$16.7K ﹤0.01%
+904
1177
$16.6K ﹤0.01%
100
1178
$16.4K ﹤0.01%
110
-35
1179
$16.3K ﹤0.01%
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1180
$16.2K ﹤0.01%
600
1181
$16.2K ﹤0.01%
738
1182
$16.1K ﹤0.01%
1,091
1183
$16K ﹤0.01%
+136
1184
$15.8K ﹤0.01%
600
-310
1185
$15.7K ﹤0.01%
90
1186
$15.7K ﹤0.01%
+708
1187
$15.6K ﹤0.01%
1,113
1188
$15.6K ﹤0.01%
2,093
1189
$15.5K ﹤0.01%
430
1190
$15.5K ﹤0.01%
594
-84
1191
$15.4K ﹤0.01%
122
1192
$15.3K ﹤0.01%
2,500
1193
$15.2K ﹤0.01%
1,078
-340
1194
$15.1K ﹤0.01%
123
1195
$15K ﹤0.01%
1,631
1196
$14.8K ﹤0.01%
112
1197
$14.8K ﹤0.01%
324
1198
$14.8K ﹤0.01%
1,257
1199
$14.7K ﹤0.01%
3,000
1200
$14.7K ﹤0.01%
600