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
576
$119K ﹤0.01%
5,000
577
$119K ﹤0.01%
2,478
+1,450
578
$118K ﹤0.01%
1,523
579
$118K ﹤0.01%
160
580
$117K ﹤0.01%
1,000
581
$116K ﹤0.01%
5,200
582
$116K ﹤0.01%
2,152
583
$115K ﹤0.01%
3,234
+2,900
584
$115K ﹤0.01%
2,700
585
$114K ﹤0.01%
9,018
586
$114K ﹤0.01%
1,650
587
$114K ﹤0.01%
8,925
+130
588
$113K ﹤0.01%
2,984
589
$113K ﹤0.01%
1,038
590
$113K ﹤0.01%
6,602
591
$112K ﹤0.01%
2,000
-840
592
$109K ﹤0.01%
970
-57
593
$107K ﹤0.01%
5,400
594
$107K ﹤0.01%
2,115
+157
595
$107K ﹤0.01%
+575
596
$107K ﹤0.01%
1,159
597
$107K ﹤0.01%
1,237
+600
598
$106K ﹤0.01%
1,000
599
$106K ﹤0.01%
3,398
600
$106K ﹤0.01%
1,892
22 23
24
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