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
1276
$7.97K ﹤0.01%
72
1277
$7.87K ﹤0.01%
198
1278
$7.8K ﹤0.01%
+498
1279
$7.7K ﹤0.01%
126
1280
$7.69K ﹤0.01%
307
1281
$7.61K ﹤0.01%
107
-435
1282
$7.59K ﹤0.01%
197
1283
$7.57K ﹤0.01%
196
1284
$7.48K ﹤0.01%
163
1285
$7.44K ﹤0.01%
195
1286
$7.41K ﹤0.01%
+282
1287
$7.37K ﹤0.01%
590
-9
1288
$7.37K ﹤0.01%
175
1289
$7.37K ﹤0.01%
78
-236
1290
$7.29K ﹤0.01%
283
1291
$7.28K ﹤0.01%
92
1292
$7.27K ﹤0.01%
153
1293
$7.05K ﹤0.01%
258
1294
$7.04K ﹤0.01%
150
1295
$7.01K ﹤0.01%
66
1296
$7.01K ﹤0.01%
49
+2
1297
$6.98K ﹤0.01%
200
1298
$6.92K ﹤0.01%
190
1299
$6.92K ﹤0.01%
222
1300
$6.91K ﹤0.01%
200
50 51
52
53 54