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
1201
$13K ﹤0.01%
340
1202
$13K ﹤0.01%
1,353
+1,348
1203
$13K ﹤0.01%
300
1204
$13K ﹤0.01%
189
1205
$12.9K ﹤0.01%
+175
1206
$12.9K ﹤0.01%
340
1207
$12.9K ﹤0.01%
+272
1208
$12.9K ﹤0.01%
333
1209
$12.8K ﹤0.01%
719
1210
$12.8K ﹤0.01%
+484
1211
$12.7K ﹤0.01%
113
1212
$12.7K ﹤0.01%
163
1213
$12.7K ﹤0.01%
822
-678
1214
$12.7K ﹤0.01%
460
1215
$12.5K ﹤0.01%
260
-83
1216
$12.4K ﹤0.01%
3,000
1217
$12.1K ﹤0.01%
741
1218
$12.1K ﹤0.01%
+246
1219
$12K ﹤0.01%
200
1220
$12K ﹤0.01%
+674
1221
$11.9K ﹤0.01%
2,093
1222
$11.9K ﹤0.01%
119
+32
1223
$11.7K ﹤0.01%
104
1224
$11.6K ﹤0.01%
400
1225
$11.5K ﹤0.01%
550
-50