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
351
$537K 0.02%
8,206
+1,806
352
$526K 0.02%
5,044
353
$526K 0.02%
3,006
-3
354
$499K 0.02%
7,453
-40,983
355
$499K 0.02%
9,275
356
$495K 0.02%
7,913
357
$495K 0.02%
27,091
-1,546
358
$491K 0.02%
6,386
-600
359
$477K 0.02%
14,205
360
$477K 0.02%
5,255
-409
361
$475K 0.02%
2,455
362
$471K 0.02%
9,771
363
$466K 0.02%
9,408
-236
364
$464K 0.02%
16,844
365
$462K 0.02%
3,904
+71
366
$458K 0.02%
50,000
367
$457K 0.02%
3,057
+279
368
$455K 0.02%
10,658
+4,921
369
$443K 0.02%
72,566
+1,033
370
$442K 0.02%
7,485
-134
371
$438K 0.02%
8,670
372
$431K 0.02%
5,275
373
$430K 0.02%
9,533
+224
374
$427K 0.02%
8,593
375
$426K 0.02%
26,009
13 14
15
16 17