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
701
$59K ﹤0.01%
391
702
$59K ﹤0.01%
1,816
+515
703
$59K ﹤0.01%
1,610
704
$59K ﹤0.01%
1,186
705
$58K ﹤0.01%
+803
706
$58K ﹤0.01%
2,359
707
$58K ﹤0.01%
1,043
708
$57K ﹤0.01%
1,689
709
$57K ﹤0.01%
1,593
-918
710
$57K ﹤0.01%
3,373
711
$57K ﹤0.01%
711
712
$57K ﹤0.01%
1,000
713
$57K ﹤0.01%
300
714
$56K ﹤0.01%
1,552
+740
715
$56K ﹤0.01%
1,054
716
$55K ﹤0.01%
516
717
$55K ﹤0.01%
2,622
718
$55K ﹤0.01%
854
719
$55K ﹤0.01%
400
720
$55K ﹤0.01%
1,034
721
$54K ﹤0.01%
8
722
$54K ﹤0.01%
1,000
723
$54K ﹤0.01%
433
724
$54K ﹤0.01%
3,750
725
$54K ﹤0.01%
7,500
27 28
29
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