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
376
$419K 0.02%
4,704
+490
377
$415K 0.02%
6,985
-1,366
378
$415K 0.02%
33,460
379
$407K 0.01%
3,585
+3,014
380
$407K 0.01%
24,645
-1,165
381
$407K 0.01%
3,358
382
$403K 0.01%
4,849
383
$402K 0.01%
1,397
+65
384
$400K 0.01%
25,908
385
$396K 0.01%
7,720
386
$394K 0.01%
+6,484
387
$392K 0.01%
13,751
+66
388
$391K 0.01%
4,542
-44
389
$391K 0.01%
7,065
+804
390
$390K 0.01%
2,742
391
$388K 0.01%
5,045
392
$386K 0.01%
16,049
393
$382K 0.01%
11,082
394
$377K 0.01%
23,938
395
$370K 0.01%
8,860
-71
396
$366K 0.01%
6,375
-250
397
$366K 0.01%
10,984
398
$365K 0.01%
7,928
-709
399
$364K 0.01%
5,715
+390
400
$360K 0.01%
4,655
14 15
16
17 18