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
1401
$2.88K ﹤0.01%
22
1402
$2.87K ﹤0.01%
45
-200
1403
$2.85K ﹤0.01%
95
1404
$2.6K ﹤0.01%
24
1405
$2.59K ﹤0.01%
289
1406
$2.59K ﹤0.01%
30
1407
$2.58K ﹤0.01%
59
-15
1408
$2.57K ﹤0.01%
70
1409
$2.48K ﹤0.01%
250
1410
$2.45K ﹤0.01%
88
-2,000
1411
$2.43K ﹤0.01%
200
1412
$2.4K ﹤0.01%
920
1413
$2.4K ﹤0.01%
1,262
1414
$2.4K ﹤0.01%
35
1415
$2.35K ﹤0.01%
202
1416
$2.34K ﹤0.01%
4
1417
$2.31K ﹤0.01%
25
1418
$2.21K ﹤0.01%
188
1419
$2.21K ﹤0.01%
298
1420
$2.17K ﹤0.01%
201
1421
$2.16K ﹤0.01%
41
-168
1422
$2.15K ﹤0.01%
55
-6
1423
$2.12K ﹤0.01%
200
1424
$2.03K ﹤0.01%
40
1425
$1.88K ﹤0.01%
35
55 56
57
58 59