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
476
$219K 0.01%
11,215
477
$217K 0.01%
1,256
+904
478
$217K 0.01%
1,220
479
$213K 0.01%
3,221
480
$210K 0.01%
5,400
481
$210K 0.01%
9,912
482
$209K 0.01%
5,689
483
$208K 0.01%
6,954
484
$206K 0.01%
4,246
485
$202K 0.01%
15,750
486
$202K 0.01%
5,320
487
$202K 0.01%
1,500
488
$199K 0.01%
8,400
-1,440
489
$198K 0.01%
1,113
490
$197K 0.01%
6,073
+4,306
491
$195K 0.01%
2,477
492
$194K 0.01%
1,896
493
$194K 0.01%
5,851
494
$193K 0.01%
4,479
495
$193K 0.01%
3,286
496
$191K 0.01%
1,940
497
$190K 0.01%
+2,750
498
$188K 0.01%
30,500
499
$188K 0.01%
3,706
500
$185K 0.01%
4,000
18 19
20
21 22