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
$7.05B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1 +$18.5M
2 +$16.3M
3 +$13.4M
4
AAPL icon
Apple
AAPL
+$13.3M
5
ABNB icon
Airbnb
ABNB
+$11.4M

Top Sells

1 +$117M
2 +$21.8M
3 +$20.1M
4
TSLA icon
Tesla
TSLA
+$10.1M
5
STE icon
Steris
STE
+$9.59M

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
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120
1179
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638
1180
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295
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1181
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500
-915
1182
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1183
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270
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1184
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227
1185
$14K ﹤0.01%
1,049
1186
$13.9K ﹤0.01%
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1187
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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%
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1193
$13.5K ﹤0.01%
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1194
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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