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
501
$185K 0.01%
1,693
-440
502
$183K 0.01%
2,364
503
$182K 0.01%
4,946
504
$181K 0.01%
+1,625
505
$181K 0.01%
+4,688
506
$180K 0.01%
6,467
507
$180K 0.01%
2,535
508
$179K 0.01%
736
509
$179K 0.01%
1,207
510
$178K 0.01%
+3,320
511
$176K 0.01%
3,026
512
$176K 0.01%
1,200
513
$175K 0.01%
6,300
514
$175K 0.01%
8,020
+1,119
515
$174K 0.01%
2,371
516
$174K 0.01%
2,092
+5
517
$173K 0.01%
3,000
518
$171K 0.01%
2,457
+518
519
$171K 0.01%
2,617
520
$171K 0.01%
6,235
521
$170K 0.01%
27,580
522
$170K 0.01%
529
-62
523
$169K 0.01%
+3,344
524
$167K 0.01%
2,588
525
$167K 0.01%
1,925
-2,470
19 20
21
22 23