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
676
$69K ﹤0.01%
1,401
-850
677
$69K ﹤0.01%
1,104
678
$68K ﹤0.01%
651
679
$67K ﹤0.01%
1,000
680
$66K ﹤0.01%
388
681
$66K ﹤0.01%
2,589
682
$66K ﹤0.01%
1,530
683
$65K ﹤0.01%
2,648
684
$65K ﹤0.01%
1,462
+578
685
$64K ﹤0.01%
260
+70
686
$64K ﹤0.01%
3,000
687
$64K ﹤0.01%
358
688
$63K ﹤0.01%
561
+275
689
$62K ﹤0.01%
2,014
690
$62K ﹤0.01%
2,250
691
$61K ﹤0.01%
1,520
-804
692
$61K ﹤0.01%
895
-409
693
$61K ﹤0.01%
1,300
694
$60K ﹤0.01%
2,000
695
$60K ﹤0.01%
5,117
696
$60K ﹤0.01%
2,175
697
$60K ﹤0.01%
2,365
698
$59K ﹤0.01%
620
699
$59K ﹤0.01%
1,234
700
$59K ﹤0.01%
5,750
26 27
28
29 30