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
1226
$12.9K ﹤0.01%
120
1227
$12.8K ﹤0.01%
360
1228
$12.8K ﹤0.01%
1,259
1229
$12.7K ﹤0.01%
26
1230
$12.7K ﹤0.01%
719
-653
1231
$12.7K ﹤0.01%
180
1232
$12.6K ﹤0.01%
300
-150
1233
$12.5K ﹤0.01%
247
1234
$12.5K ﹤0.01%
+113
1235
$12.4K ﹤0.01%
163
+1
1236
$12.4K ﹤0.01%
+1,108
1237
$12.3K ﹤0.01%
600
1238
$12.2K ﹤0.01%
200
1239
$12.2K ﹤0.01%
311
1240
$12K ﹤0.01%
460
1241
$12K ﹤0.01%
85
1242
$11.8K ﹤0.01%
333
1243
$11.5K ﹤0.01%
725
1244
$11.3K ﹤0.01%
+392
1245
$11.3K ﹤0.01%
683
-80
1246
$11.3K ﹤0.01%
741
1247
$11.3K ﹤0.01%
104
1248
$11.2K ﹤0.01%
415
1249
$11.2K ﹤0.01%
122
1250
$11.2K ﹤0.01%
523
48 49
50
51 52