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
1376
$3.58K ﹤0.01%
77
1377
$3.54K ﹤0.01%
100
-515
1378
$3.52K ﹤0.01%
110
1379
$3.52K ﹤0.01%
78
1380
$3.52K ﹤0.01%
+50
1381
$3.48K ﹤0.01%
+340
1382
$3.45K ﹤0.01%
+55
1383
$3.44K ﹤0.01%
281
1384
$3.34K ﹤0.01%
288
1385
$3.26K ﹤0.01%
234
1386
$3.26K ﹤0.01%
144
-19,876
1387
$3.25K ﹤0.01%
+413
1388
$3.24K ﹤0.01%
30
1389
$3.23K ﹤0.01%
75
1390
$3.22K ﹤0.01%
104
1391
$3.2K ﹤0.01%
149
1392
$3.17K ﹤0.01%
100
1393
$3.17K ﹤0.01%
+199
1394
$3.16K ﹤0.01%
159
1395
$3.14K ﹤0.01%
68
1396
$3.02K ﹤0.01%
170
1397
$2.97K ﹤0.01%
62
-932
1398
$2.96K ﹤0.01%
50
-75
1399
$2.9K ﹤0.01%
290
1400
$2.9K ﹤0.01%
+685
54 55
56
57 58