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
1301
$7.86K ﹤0.01%
+236
1302
$7.73K ﹤0.01%
200
-200
1303
$7.69K ﹤0.01%
123
-52,833
1304
$7.67K ﹤0.01%
196
-218
1305
$7.59K ﹤0.01%
394
1306
$7.59K ﹤0.01%
197
1307
$7.57K ﹤0.01%
+58
1308
$7.5K ﹤0.01%
72
1309
$7.47K ﹤0.01%
92
1310
$7.45K ﹤0.01%
357
1311
$7.4K ﹤0.01%
98
-30
1312
$7.33K ﹤0.01%
338
1313
$7.27K ﹤0.01%
5,511
1314
$7.08K ﹤0.01%
99
1315
$7.08K ﹤0.01%
334
-371
1316
$7.07K ﹤0.01%
200
1317
$7.04K ﹤0.01%
190
-58
1318
$6.91K ﹤0.01%
307
1319
$6.88K ﹤0.01%
66
1320
$6.79K ﹤0.01%
2,009
1321
$6.78K ﹤0.01%
175
1322
$6.68K ﹤0.01%
356
1323
$6.61K ﹤0.01%
283
1324
$6.59K ﹤0.01%
359
1325
$6.49K ﹤0.01%
272
51 52
53
54 55