WT
Whittier Trust Portfolio holdings
AUM
$8.29B
1-Year Return
20.48%
This Quarter Return
+5.09%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$7.05B
AUM Growth
+$190M
(+2.8%)
Cap. Flow
-$25.6M
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
35.48%
Holding
1,608
New
98
Increased
374
Reduced
376
Closed
91
Top Buys
| 1 |
Eli Lilly
LLY
|
+$21M |
| 2 |
Microsoft
MSFT
|
+$17.2M |
| 3 |
Apple
AAPL
|
+$15M |
| 4 |
ServiceNow
NOW
|
+$14.3M |
| 5 |
Airbnb
ABNB
|
+$11.3M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$116M |
| 2 |
Adobe
ADBE
|
+$23.1M |
| 3 |
Accenture
ACN
|
+$21.6M |
| 4 |
Tesla
TSLA
|
+$11.4M |
| 5 |
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% |
