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
1451
$1.45K ﹤0.01%
+63
1452
$1.39K ﹤0.01%
200
1453
$1.39K ﹤0.01%
65
1454
$1.37K ﹤0.01%
45
1455
$1.34K ﹤0.01%
188
1456
$1.33K ﹤0.01%
38
1457
$1.33K ﹤0.01%
100
1458
$1.31K ﹤0.01%
+52
1459
$1.13K ﹤0.01%
6
1460
$1.12K ﹤0.01%
+168
1461
$1.1K ﹤0.01%
42
+1
1462
$1.1K ﹤0.01%
145
1463
$1.08K ﹤0.01%
138
1464
$1.07K ﹤0.01%
78
1465
$1.04K ﹤0.01%
23
1466
$1.01K ﹤0.01%
59
1467
$987 ﹤0.01%
40
-4
1468
$985 ﹤0.01%
14
1469
$965 ﹤0.01%
17
1470
$903 ﹤0.01%
196
1471
$902 ﹤0.01%
26
1472
$876 ﹤0.01%
55
1473
$874 ﹤0.01%
22
1474
$803 ﹤0.01%
37
1475
$788 ﹤0.01%
94
57 58
59
60 61