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
601
$105K ﹤0.01%
5,400
602
$104K ﹤0.01%
4,650
603
$102K ﹤0.01%
2,112
604
$102K ﹤0.01%
4,203
605
$102K ﹤0.01%
1,904
606
$102K ﹤0.01%
2,000
607
$101K ﹤0.01%
1,000
608
$100K ﹤0.01%
5,000
609
$100K ﹤0.01%
2,661
+2,436
610
$99K ﹤0.01%
8,588
611
$99K ﹤0.01%
2,400
612
$99K ﹤0.01%
537
613
$98K ﹤0.01%
1,700
614
$98K ﹤0.01%
2,900
615
$97K ﹤0.01%
1,776
616
$97K ﹤0.01%
2,450
617
$96K ﹤0.01%
1,028
618
$96K ﹤0.01%
1,143
619
$95K ﹤0.01%
11,804
-2
620
$94K ﹤0.01%
1,975
621
$94K ﹤0.01%
858
622
$93K ﹤0.01%
51
623
$93K ﹤0.01%
2,071
-1,524
624
$91K ﹤0.01%
+1,029
625
$91K ﹤0.01%
1,554
23 24
25
26 27