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
1226
$11.5K ﹤0.01%
115
+2
1227
$11.2K ﹤0.01%
175
1228
$11.2K ﹤0.01%
112
1229
$11.2K ﹤0.01%
125
-195
1230
$11.2K ﹤0.01%
122
1231
$11.2K ﹤0.01%
500
1232
$11.2K ﹤0.01%
+180
1233
$11.1K ﹤0.01%
311
1234
$11.1K ﹤0.01%
+173
1235
$11K ﹤0.01%
413
-972
1236
$10.9K ﹤0.01%
215
1237
$10.9K ﹤0.01%
90
1238
$10.8K ﹤0.01%
100
1239
$10.8K ﹤0.01%
196
1240
$10.8K ﹤0.01%
247
1241
$10.7K ﹤0.01%
140
1242
$10.6K ﹤0.01%
62
1243
$10.6K ﹤0.01%
+235
1244
$10.5K ﹤0.01%
100
1245
$10.3K ﹤0.01%
725
1246
$10.3K ﹤0.01%
252
+2
1247
$10.2K ﹤0.01%
130
1248
$10.2K ﹤0.01%
214
-17
1249
$10.1K ﹤0.01%
+95
1250
$10K ﹤0.01%
201
48 49
50
51 52