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
726
$54K ﹤0.01%
2,500
727
$53K ﹤0.01%
+810
728
$53K ﹤0.01%
237
729
$53K ﹤0.01%
1,622
730
$53K ﹤0.01%
3,118
731
$52K ﹤0.01%
667
732
$52K ﹤0.01%
1,057
733
$52K ﹤0.01%
2,292
734
$52K ﹤0.01%
542
735
$52K ﹤0.01%
671
-159
736
$52K ﹤0.01%
+2,223
737
$52K ﹤0.01%
1,165
-554
738
$51K ﹤0.01%
2,182
739
$51K ﹤0.01%
800
740
$51K ﹤0.01%
1,210
741
$51K ﹤0.01%
3,983
742
$51K ﹤0.01%
460
+310
743
$51K ﹤0.01%
4,800
744
$51K ﹤0.01%
2,800
745
$50K ﹤0.01%
404
+143
746
$50K ﹤0.01%
221
747
$50K ﹤0.01%
495
748
$50K ﹤0.01%
803
749
$50K ﹤0.01%
+1,950
750
$49K ﹤0.01%
400
28 29
30
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