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
1426
$2.21K ﹤0.01%
1,262
1427
$2.17K ﹤0.01%
+29
1428
$2.16K ﹤0.01%
40
1429
$2.15K ﹤0.01%
250
1430
$2.14K ﹤0.01%
201
1431
$2.14K ﹤0.01%
35
1432
$2.13K ﹤0.01%
+71
1433
$1.99K ﹤0.01%
+585
1434
$1.92K ﹤0.01%
+450
1435
$1.9K ﹤0.01%
4
1436
$1.83K ﹤0.01%
21
-247
1437
$1.82K ﹤0.01%
100
-715
1438
$1.8K ﹤0.01%
202
1439
$1.75K ﹤0.01%
141
-3,268
1440
$1.68K ﹤0.01%
1
1441
$1.62K ﹤0.01%
35
1442
$1.6K ﹤0.01%
23
1443
$1.56K ﹤0.01%
19
1444
$1.55K ﹤0.01%
360
-1,500
1445
$1.53K ﹤0.01%
100
1446
$1.51K ﹤0.01%
920
1447
$1.51K ﹤0.01%
323
+25
1448
$1.5K ﹤0.01%
113
-1,000
1449
$1.5K ﹤0.01%
165
1450
$1.5K ﹤0.01%
188
56 57
58
59 60