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
1176
$14.3K ﹤0.01%
3,328
1177
$14.3K ﹤0.01%
310
1178
$14.3K ﹤0.01%
120
1179
$14.2K ﹤0.01%
638
1180
$14.2K ﹤0.01%
295
-350
1181
$14.2K ﹤0.01%
500
-915
1182
$14.2K ﹤0.01%
356
1183
$14.1K ﹤0.01%
270
-402
1184
$14.1K ﹤0.01%
227
1185
$14K ﹤0.01%
1,049
1186
$13.9K ﹤0.01%
334
1187
$13.9K ﹤0.01%
26
1188
$13.7K ﹤0.01%
360
1189
$13.7K ﹤0.01%
1,358
1190
$13.7K ﹤0.01%
+57
1191
$13.6K ﹤0.01%
170
1192
$13.5K ﹤0.01%
148
1193
$13.5K ﹤0.01%
107
1194
$13.5K ﹤0.01%
220
1195
$13.3K ﹤0.01%
+312
1196
$13.3K ﹤0.01%
600
1197
$13.3K ﹤0.01%
220
-75
1198
$13.1K ﹤0.01%
+41
1199
$13.1K ﹤0.01%
1,257
1200
$13.1K ﹤0.01%
402
-325