WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
-355
1602
-765
1603
-4,577
1604
0
1605
-4,727
1606
-15,000
1607
-392
1608
-95