WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.18B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,580
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$19.3M
3
+$15.4M
4
NOW icon
ServiceNow
NOW
+$15.1M
5
COF icon
Capital One
COF
+$14.7M

Top Sells

1
+$73.3M
2
+$23.6M
3
+$16.6M
4
V icon
Visa
V
+$14.2M
5
DPZ icon
Domino's
DPZ
+$7.52M

Sector Composition

1 Technology 23.53%
2 Financials 13.87%
3 Healthcare 8.21%
4 Consumer Discretionary 7.78%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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