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
551
$141K 0.01%
3,000
552
$139K 0.01%
4,181
553
$136K 0.01%
1,486
554
$135K ﹤0.01%
2,500
555
$134K ﹤0.01%
2,615
556
$134K ﹤0.01%
2,767
-397
557
$133K ﹤0.01%
7,680
558
$133K ﹤0.01%
5,916
559
$131K ﹤0.01%
5,744
+44
560
$131K ﹤0.01%
2,207
561
$131K ﹤0.01%
3,952
562
$131K ﹤0.01%
5,746
563
$129K ﹤0.01%
3,911
564
$127K ﹤0.01%
4,500
565
$127K ﹤0.01%
21,848
566
$127K ﹤0.01%
7,000
567
$124K ﹤0.01%
1,150
568
$124K ﹤0.01%
6,319
-2,962
569
$124K ﹤0.01%
894
570
$123K ﹤0.01%
2,200
571
$123K ﹤0.01%
7,000
572
$122K ﹤0.01%
535
573
$122K ﹤0.01%
1,200
-450
574
$122K ﹤0.01%
777
575
$121K ﹤0.01%
3,250
21 22
23
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