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
26
$24.3M 0.89%
557,843
+26,326
27
$22.3M 0.81%
278,603
+25,899
28
$21.8M 0.79%
407,819
+2,078
29
$21.7M 0.79%
449,284
+6,516
30
$21.2M 0.77%
238,745
+1,062
31
$19.5M 0.71%
124,742
+1,130
32
$19.2M 0.7%
348,919
+4,669
33
$18.9M 0.69%
103,032
+2,393
34
$18.4M 0.67%
131,759
+73,187
35
$18M 0.66%
295,230
-2,833
36
$17.8M 0.65%
331,133
+10,399
37
$17.5M 0.64%
591,557
+7,166
38
$17.3M 0.63%
398,935
+11,975
39
$17.3M 0.63%
213,681
+3,607
40
$16.9M 0.62%
152,475
-43
41
$16.8M 0.61%
115,315
+1,102
42
$16.7M 0.61%
322,355
+12,022
43
$16.2M 0.59%
59
44
$15.7M 0.57%
35,086
+238
45
$15.5M 0.56%
90,569
+43,960
46
$15.2M 0.55%
114,916
+6,648
47
$15M 0.55%
406,236
+12,696
48
$14.9M 0.54%
282,246
+30,762
49
$14.7M 0.54%
192,032
+8,275
50
$14.7M 0.54%
105,227
+2,104
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