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
$2.74B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.19M
3
+$8.47M
4
META icon
Meta Platforms (Facebook)
META
+$7.51M
5
APH icon
Amphenol
APH
+$7.35M

Top Sells

1
+$10.4M
2
+$10.1M
3
+$9.83M
4
DD
Du Pont De Nemours E I
DD
+$9.48M
5
AAPL icon
Apple
AAPL
+$8.58M

Sector Composition

1 Financials 11.56%
2 Healthcare 10.66%
3 Technology 9.74%
4 Industrials 9.15%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.77M 0.06%
126,954
+1,806
227
$1.77M 0.06%
43,960
+622
228
$1.75M 0.06%
35,628
+505
229
$1.7M 0.06%
11,923
+508
230
$1.7M 0.06%
12,914
+181
231
$1.68M 0.06%
21,554
+305
232
$1.66M 0.06%
15,919
+216
233
$1.62M 0.06%
38,947
+554
234
$1.62M 0.06%
89,391
235
$1.6M 0.06%
36,068
-630
236
$1.57M 0.06%
13,228
+188
237
$1.57M 0.06%
45,373
-781
238
$1.55M 0.06%
80,790
-1,019
239
$1.51M 0.05%
11,672
+166
240
$1.49M 0.05%
44,520
241
$1.46M 0.05%
13,411
+1,061
242
$1.42M 0.05%
32,000
243
$1.41M 0.05%
145,000
244
$1.41M 0.05%
31,455
+577
245
$1.4M 0.05%
46,697
+598
246
$1.37M 0.05%
27,884
-232
247
$1.36M 0.05%
5,895
+493
248
$1.35M 0.05%
12,764
+2,500
249
$1.34M 0.05%
51,558
+4,040
250
$1.34M 0.05%
37,682
-276,829
8 9
10
11 12