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
1376
$4.01K ﹤0.01%
61
1377
$3.97K ﹤0.01%
74
1378
$3.96K ﹤0.01%
63
1379
$3.93K ﹤0.01%
68
-47
1380
$3.91K ﹤0.01%
31
1381
$3.84K ﹤0.01%
421
1382
$3.81K ﹤0.01%
145
1383
$3.71K ﹤0.01%
332
1384
$3.69K ﹤0.01%
61
1385
$3.5K ﹤0.01%
234
1386
$3.49K ﹤0.01%
77
-101
1387
$3.47K ﹤0.01%
290
1388
$3.42K ﹤0.01%
110
1389
$3.34K ﹤0.01%
+100
1390
$3.33K ﹤0.01%
39
-3
1391
$3.26K ﹤0.01%
106
1392
$3.24K ﹤0.01%
43
-3
1393
$3.21K ﹤0.01%
75
1394
$3.15K ﹤0.01%
67
1395
$3.08K ﹤0.01%
60
1396
$3.08K ﹤0.01%
159
1397
$2.97K ﹤0.01%
15
1398
$2.96K ﹤0.01%
104
-150
1399
$2.91K ﹤0.01%
100
1400
$2.91K ﹤0.01%
149
54 55
56
57 58