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
276
$1.05M 0.04%
8,104
277
$1.04M 0.04%
8,107
+116
278
$1.02M 0.04%
8,900
279
$1.01M 0.04%
20,616
280
$997K 0.04%
11,652
+750
281
$983K 0.04%
20,060
+285
282
$966K 0.04%
26,068
+371
283
$965K 0.04%
3,796
-266
284
$954K 0.03%
8,299
+267
285
$950K 0.03%
8,570
286
$949K 0.03%
46,810
-57,357
287
$929K 0.03%
91,270
+1,282
288
$924K 0.03%
14,401
289
$918K 0.03%
22,558
+4,914
290
$914K 0.03%
16,148
-32
291
$912K 0.03%
20,666
+294
292
$900K 0.03%
34,783
+18,680
293
$894K 0.03%
15,015
294
$893K 0.03%
10,655
+1,600
295
$890K 0.03%
16,608
+2,564
296
$872K 0.03%
307
+4
297
$860K 0.03%
18,180
298
$839K 0.03%
48,264
+686
299
$833K 0.03%
12,967
-53
300
$811K 0.03%
21,014
-162
10 11
12
13 14