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
1276
$9.63K ﹤0.01%
690
-263
1277
$9.61K ﹤0.01%
+87
1278
$9.47K ﹤0.01%
500
1279
$9.47K ﹤0.01%
25
1280
$9.45K ﹤0.01%
100
1281
$9.39K ﹤0.01%
516
-1,180
1282
$9.35K ﹤0.01%
47
1283
$9.29K ﹤0.01%
169
1284
$8.94K ﹤0.01%
130
1285
$8.87K ﹤0.01%
604
-115
1286
$8.86K ﹤0.01%
201
1287
$8.85K ﹤0.01%
195
1288
$8.74K ﹤0.01%
1,860
+1,500
1289
$8.71K ﹤0.01%
446
1290
$8.66K ﹤0.01%
198
1291
$8.64K ﹤0.01%
197
-31
1292
$8.36K ﹤0.01%
258
-64
1293
$8.29K ﹤0.01%
126
1294
$8.25K ﹤0.01%
400
1295
$8.2K ﹤0.01%
51
1296
$8.19K ﹤0.01%
200
1297
$8.17K ﹤0.01%
125
-3,700
1298
$7.96K ﹤0.01%
693
1299
$7.94K ﹤0.01%
599
-2
1300
$7.87K ﹤0.01%
153
50 51
52
53 54