We are live on ! Find out more
WT

Whittier Trust Portfolio holdings

AUM $8.86B
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
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
+$18.5M
2
+$16.3M
3
+$13.4M
4
AAPL icon
Apple
AAPL
+$13.3M
5
ABNB icon
Airbnb
ABNB
+$11.4M

Top Sells

1
+$117M
2
+$21.8M
3
+$20.1M
4
TSLA icon
Tesla
TSLA
+$10.1M
5
STE icon
Steris
STE
+$9.59M

Sector Composition

1 Technology 26.97%
2 Financials 10.84%
3 Healthcare 8.51%
4 Consumer Discretionary 7.8%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
– –
-221
1552
– –
-1,050
1553
– –
-50
1554
– –
-158
1555
– –
-1,294
1556
– –
-58
1557
– –
-545
1558
– –
-15
1559
– –
-904
1560
– –
-1,179
1561
– –
-10,000
1562
– –
-578
1563
– –
-17,000
1564
– –
-846
1565
– –
-8,045
1566
– –
-335
1567
– –
-1,219
1568
– –
-3,250
1569
– –
-765
1570
– –
-27,354
1571
– –
0
1572
– –
-264
1573
– –
-136
1574
– –
-708
1575
– –
-12
61 62
63
64 65