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
751
$49K ﹤0.01%
1,161
752
$49K ﹤0.01%
910
-550
753
$48K ﹤0.01%
2,336
754
$48K ﹤0.01%
1,101
755
$47K ﹤0.01%
315
756
$46K ﹤0.01%
1,180
757
$46K ﹤0.01%
386
758
$46K ﹤0.01%
217
759
$46K ﹤0.01%
3,026
760
$46K ﹤0.01%
500
761
$45K ﹤0.01%
1,288
-7
762
$45K ﹤0.01%
1,372
763
$45K ﹤0.01%
2,288
764
$45K ﹤0.01%
10
765
$44K ﹤0.01%
2,129
766
$44K ﹤0.01%
1,650
767
$43K ﹤0.01%
2,986
768
$43K ﹤0.01%
2,250
769
$43K ﹤0.01%
2,000
770
$43K ﹤0.01%
874
771
$43K ﹤0.01%
3,768
-2,500
772
$42K ﹤0.01%
3,562
-2,700
773
$42K ﹤0.01%
706
774
$42K ﹤0.01%
929
775
$42K ﹤0.01%
2,292
29 30
31
32 33