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
326
$649K 0.02%
7,086
+834
327
$648K 0.02%
10,940
328
$642K 0.02%
5,549
329
$631K 0.02%
11,895
-105
330
$630K 0.02%
17,428
331
$622K 0.02%
9,140
-200
332
$620K 0.02%
5,574
-450
333
$612K 0.02%
41,613
-12,116
334
$600K 0.02%
9,502
-453
335
$596K 0.02%
7,054
+887
336
$589K 0.02%
9,307
-1,130
337
$585K 0.02%
14,506
+3,369
338
$585K 0.02%
11,966
339
$584K 0.02%
9,056
340
$581K 0.02%
+25,694
341
$577K 0.02%
+11,462
342
$575K 0.02%
6,644
343
$565K 0.02%
14,136
+1,635
344
$565K 0.02%
14,575
345
$561K 0.02%
10,716
346
$561K 0.02%
3,689
347
$554K 0.02%
34,348
348
$549K 0.02%
10,926
+104
349
$549K 0.02%
122,880
350
$540K 0.02%
8,171
12 13
14
15 16