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
1451
$1.06K ﹤0.01%
14
1452
$1.06K ﹤0.01%
23
1453
$1.04K ﹤0.01%
17
-300
1454
$992 ﹤0.01%
26
1455
$978 ﹤0.01%
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1456
$973 ﹤0.01%
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-7
1457
$970 ﹤0.01%
25
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1458
$935 ﹤0.01%
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1459
$890 ﹤0.01%
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1460
$858 ﹤0.01%
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1461
$835 ﹤0.01%
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1462
$812 ﹤0.01%
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1463
$771 ﹤0.01%
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1464
$765 ﹤0.01%
55
1465
$760 ﹤0.01%
20
1466
$743 ﹤0.01%
22
-25
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$730 ﹤0.01%
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$707 ﹤0.01%
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1469
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1470
$697 ﹤0.01%
254
-95
1471
$693 ﹤0.01%
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-35
1472
$691 ﹤0.01%
25
-25
1473
$682 ﹤0.01%
14
1474
$666 ﹤0.01%
113
1475
$660 ﹤0.01%
66
57 58
59
60 61