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
1251
$11.1K ﹤0.01%
175
1252
$11.1K ﹤0.01%
537
1253
$10.9K ﹤0.01%
196
1254
$10.8K ﹤0.01%
62
1255
$10.7K ﹤0.01%
+508
1256
$10.7K ﹤0.01%
90
-15
1257
$10.7K ﹤0.01%
236
1258
$10.6K ﹤0.01%
225
1259
$10.6K ﹤0.01%
170
1260
$10.6K ﹤0.01%
250
+3
1261
$10.4K ﹤0.01%
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1262
$10.4K ﹤0.01%
130
-10
1263
$10.4K ﹤0.01%
264
1264
$10.3K ﹤0.01%
+910
1265
$10.3K ﹤0.01%
200
1266
$10.3K ﹤0.01%
751
1267
$10.2K ﹤0.01%
+1,179
1268
$10.2K ﹤0.01%
100
1269
$10.2K ﹤0.01%
215
-1,500
1270
$10K ﹤0.01%
231
-231
1271
$9.99K ﹤0.01%
150
1272
$9.89K ﹤0.01%
+332
1273
$9.84K ﹤0.01%
20
1274
$9.82K ﹤0.01%
496
1275
$9.64K ﹤0.01%
79
49 50
51
52 53