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
651
$78K ﹤0.01%
2,750
652
$78K ﹤0.01%
9,370
-1,250
653
$78K ﹤0.01%
7,772
654
$77K ﹤0.01%
1,450
655
$77K ﹤0.01%
2,298
+2,273
656
$77K ﹤0.01%
2,771
-421
657
$76K ﹤0.01%
1,623
658
$76K ﹤0.01%
1,676
659
$76K ﹤0.01%
584
660
$75K ﹤0.01%
696
661
$74K ﹤0.01%
1,400
662
$73K ﹤0.01%
7,000
663
$73K ﹤0.01%
5,814
664
$73K ﹤0.01%
905
+30
665
$73K ﹤0.01%
2,000
666
$73K ﹤0.01%
1,200
667
$73K ﹤0.01%
2,081
668
$73K ﹤0.01%
800
669
$73K ﹤0.01%
451
670
$73K ﹤0.01%
+1,322
671
$72K ﹤0.01%
400
672
$72K ﹤0.01%
650
673
$71K ﹤0.01%
4,656
674
$71K ﹤0.01%
530
675
$71K ﹤0.01%
+785
25 26
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