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
1326
$5.94K ﹤0.01%
259
1327
$5.89K ﹤0.01%
175
1328
$5.84K ﹤0.01%
+171
1329
$5.74K ﹤0.01%
221
1330
$5.72K ﹤0.01%
+524
1331
$5.69K ﹤0.01%
346
-10
1332
$5.68K ﹤0.01%
5,511
1333
$5.63K ﹤0.01%
127
1334
$5.44K ﹤0.01%
481
1335
$5.43K ﹤0.01%
106
-17
1336
$5.37K ﹤0.01%
350
1337
$5.31K ﹤0.01%
60
1338
$5.2K ﹤0.01%
+458
1339
$5.16K ﹤0.01%
117
-524
1340
$5.03K ﹤0.01%
411
1341
$4.82K ﹤0.01%
67
1342
$4.8K ﹤0.01%
33
1343
$4.8K ﹤0.01%
145
1344
$4.8K ﹤0.01%
275
1345
$4.77K ﹤0.01%
124
1346
$4.75K ﹤0.01%
241
1347
$4.71K ﹤0.01%
+481
1348
$4.69K ﹤0.01%
50
1349
$4.67K ﹤0.01%
340
1350
$4.63K ﹤0.01%
+115