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
51
$14.5M 0.53%
199,947
+4,156
52
$14.3M 0.52%
178,884
+10,628
53
$14.1M 0.51%
284,698
-2,716
54
$14.1M 0.51%
172,862
+7,216
55
$14M 0.51%
112,805
+41,205
56
$13.9M 0.51%
308,750
-3,785
57
$13.9M 0.51%
256,674
+4,722
58
$13.8M 0.5%
169,995
+6,459
59
$13.3M 0.49%
327,665
+4,799
60
$13.2M 0.48%
294,631
+16,193
61
$13.1M 0.48%
66,732
+1,810
62
$12.5M 0.45%
52,552
+1,141
63
$12.4M 0.45%
75,666
-1,045
64
$12.1M 0.44%
390,069
+9,515
65
$11.9M 0.43%
309,160
+10,958
66
$11.9M 0.43%
99,648
+4,440
67
$11.7M 0.43%
84,320
+127
68
$11.7M 0.42%
127,651
-2,759
69
$11.4M 0.41%
100,628
+1,683
70
$11.4M 0.41%
180,972
-3,609
71
$11.3M 0.41%
177,933
+47,459
72
$11.2M 0.41%
138,010
73
$11M 0.4%
89,397
+595
74
$10.6M 0.39%
218,160
+860
75
$10.4M 0.38%
70,461
-918
1 2
3
4 5