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
1426
$1.78K ﹤0.01%
23
1427
$1.74K ﹤0.01%
+100
1428
$1.74K ﹤0.01%
40
-40
1429
$1.66K ﹤0.01%
35
1430
$1.64K ﹤0.01%
1
1431
$1.59K ﹤0.01%
45
1432
$1.58K ﹤0.01%
100
1433
$1.58K ﹤0.01%
38
1434
$1.55K ﹤0.01%
+100
1435
$1.53K ﹤0.01%
6
1436
$1.52K ﹤0.01%
19
1437
$1.46K ﹤0.01%
188
1438
$1.45K ﹤0.01%
44
-1
1439
$1.42K ﹤0.01%
50
1440
$1.41K ﹤0.01%
165
1441
$1.4K ﹤0.01%
72
-592
1442
$1.36K ﹤0.01%
7
1443
$1.27K ﹤0.01%
18
1444
$1.27K ﹤0.01%
30
1445
$1.25K ﹤0.01%
94
1446
$1.19K ﹤0.01%
78
1447
$1.16K ﹤0.01%
41
+20
1448
$1.14K ﹤0.01%
65
1449
$1.13K ﹤0.01%
15
1450
$1.11K ﹤0.01%
145
56 57
58
59 60