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
1351
$4.61K ﹤0.01%
+786
1352
$4.57K ﹤0.01%
+505
1353
$4.52K ﹤0.01%
227
-3
1354
$4.43K ﹤0.01%
341
1355
$4.32K ﹤0.01%
240
1356
$4.27K ﹤0.01%
63
1357
$4.26K ﹤0.01%
+328
1358
$4.22K ﹤0.01%
45
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1359
$4.18K ﹤0.01%
52
1360
$4.17K ﹤0.01%
61
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+129
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$4.12K ﹤0.01%
+412
1363
$4.1K ﹤0.01%
31
1364
$4.09K ﹤0.01%
+683
1365
$4.07K ﹤0.01%
155
1366
$4K ﹤0.01%
19
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$3.99K ﹤0.01%
581
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$3.96K ﹤0.01%
90
1369
$3.91K ﹤0.01%
+261
1370
$3.84K ﹤0.01%
+84
1371
$3.79K ﹤0.01%
61
1372
$3.75K ﹤0.01%
95
1373
$3.74K ﹤0.01%
+808
1374
$3.68K ﹤0.01%
+157
1375
$3.66K ﹤0.01%
200