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
426
$295K 0.01%
3,278
+2,130
427
$292K 0.01%
31,350
428
$291K 0.01%
6,042
+3,519
429
$286K 0.01%
+2,270
430
$283K 0.01%
7,888
+500
431
$281K 0.01%
3,400
+383
432
$278K 0.01%
6,000
-450
433
$278K 0.01%
2,382
434
$277K 0.01%
763
-164
435
$276K 0.01%
3,881
+3,721
436
$276K 0.01%
3,530
437
$275K 0.01%
4,904
438
$274K 0.01%
9,811
439
$271K 0.01%
2,802
+22
440
$270K 0.01%
10,059
441
$269K 0.01%
+2,096
442
$268K 0.01%
28,686
+90
443
$267K 0.01%
17,279
444
$266K 0.01%
18,024
445
$264K 0.01%
20,146
446
$263K 0.01%
5,053
447
$260K 0.01%
12,830
+958
448
$260K 0.01%
20,585
-1,285
449
$259K 0.01%
10,761
450
$259K 0.01%
2,706
+1,991
16 17
18
19 20