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
626
$91K ﹤0.01%
1,464
627
$91K ﹤0.01%
1,378
628
$90K ﹤0.01%
4,704
629
$89K ﹤0.01%
955
630
$88K ﹤0.01%
+1,421
631
$88K ﹤0.01%
1,037
632
$87K ﹤0.01%
3,013
-1,402
633
$86K ﹤0.01%
1,900
+144
634
$85K ﹤0.01%
573
+155
635
$85K ﹤0.01%
3,516
+1,474
636
$84K ﹤0.01%
5,600
637
$84K ﹤0.01%
2,697
638
$83K ﹤0.01%
2,125
639
$82K ﹤0.01%
+4,254
640
$82K ﹤0.01%
2,527
641
$82K ﹤0.01%
3,124
642
$82K ﹤0.01%
540
+15
643
$81K ﹤0.01%
809
+34
644
$81K ﹤0.01%
1,099
+889
645
$81K ﹤0.01%
1,140
646
$80K ﹤0.01%
1,586
647
$80K ﹤0.01%
1,618
-851
648
$79K ﹤0.01%
460
+41
649
$79K ﹤0.01%
531
650
$79K ﹤0.01%
+1,416
24 25
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