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
451
$259K 0.01%
3,797
452
$256K 0.01%
3,132
+2,517
453
$252K 0.01%
4,346
454
$251K 0.01%
43,006
455
$251K 0.01%
6,519
-2,686
456
$251K 0.01%
6,920
457
$251K 0.01%
4,197
+2,288
458
$249K 0.01%
1,755
459
$247K 0.01%
1,470
-3
460
$245K 0.01%
7,460
+4,906
461
$244K 0.01%
1,556
462
$242K 0.01%
2,857
-460
463
$238K 0.01%
1,177
464
$237K 0.01%
3,271
465
$234K 0.01%
1,976
+710
466
$230K 0.01%
7,956
-493
467
$229K 0.01%
9,262
468
$227K 0.01%
2,646
469
$227K 0.01%
2,120
-97
470
$227K 0.01%
3,194
-120
471
$225K 0.01%
7,400
472
$223K 0.01%
1,963
+185
473
$222K 0.01%
3,412
474
$221K 0.01%
5,000
475
$220K 0.01%
2,968
17 18
19
20 21