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
1201
$14.5K ﹤0.01%
+312
1202
$14.5K ﹤0.01%
399
-51
1203
$14.5K ﹤0.01%
638
1204
$14.4K ﹤0.01%
6,604
1205
$14.4K ﹤0.01%
268
1206
$14.4K ﹤0.01%
289
1207
$14.3K ﹤0.01%
148
1208
$14.2K ﹤0.01%
3,328
1209
$14.1K ﹤0.01%
500
1210
$14.1K ﹤0.01%
1,358
1211
$14.1K ﹤0.01%
334
1212
$13.9K ﹤0.01%
432
1213
$13.9K ﹤0.01%
189
1214
$13.9K ﹤0.01%
+839
1215
$13.8K ﹤0.01%
340
1216
$13.7K ﹤0.01%
113
+45
1217
$13.6K ﹤0.01%
220
1218
$13.4K ﹤0.01%
+441
1219
$13.4K ﹤0.01%
316
1220
$13.4K ﹤0.01%
583
1221
$13.3K ﹤0.01%
+350
1222
$13.1K ﹤0.01%
340
1223
$13.1K ﹤0.01%
+258
1224
$13K ﹤0.01%
227
1225
$12.9K ﹤0.01%
404
-101