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
1326
$6.46K ﹤0.01%
81
1327
$6.42K ﹤0.01%
50
1328
$6.34K ﹤0.01%
285
1329
$6.31K ﹤0.01%
30
1330
$6.18K ﹤0.01%
155
1331
$6.14K ﹤0.01%
412
1332
$6.09K ﹤0.01%
222
1333
$6.07K ﹤0.01%
600
1334
$5.94K ﹤0.01%
64
1335
$5.87K ﹤0.01%
259
1336
$5.82K ﹤0.01%
163
1337
$5.8K ﹤0.01%
584
1338
$5.75K ﹤0.01%
332
1339
$5.67K ﹤0.01%
95
1340
$5.67K ﹤0.01%
+1,138
1341
$5.59K ﹤0.01%
127
1342
$5.57K ﹤0.01%
33
1343
$5.56K ﹤0.01%
59
-2
1344
$5.49K ﹤0.01%
481
1345
$5.41K ﹤0.01%
281
1346
$5.38K ﹤0.01%
350
1347
$5.38K ﹤0.01%
36
-1
1348
$5.38K ﹤0.01%
60
-820
1349
$5.32K ﹤0.01%
341
1350
$5.32K ﹤0.01%
221
-71
52 53
54
55 56