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
776
$41K ﹤0.01%
7,136
+6,466
777
$41K ﹤0.01%
588
-359
778
$41K ﹤0.01%
1,900
779
$41K ﹤0.01%
2,159
-152
780
$41K ﹤0.01%
5,300
781
$41K ﹤0.01%
3,000
782
$41K ﹤0.01%
717
-205
783
$40K ﹤0.01%
352
784
$40K ﹤0.01%
664
+389
785
$40K ﹤0.01%
3,500
786
$40K ﹤0.01%
2,663
+32
787
$40K ﹤0.01%
812
788
$40K ﹤0.01%
1,000
789
$39K ﹤0.01%
1,157
+657
790
$39K ﹤0.01%
1,346
+1,250
791
$39K ﹤0.01%
1,283
792
$39K ﹤0.01%
274
793
$39K ﹤0.01%
984
+14
794
$39K ﹤0.01%
905
-299
795
$39K ﹤0.01%
270
796
$38K ﹤0.01%
429
797
$38K ﹤0.01%
318
798
$38K ﹤0.01%
909
-1
799
$38K ﹤0.01%
2,400
800
$37K ﹤0.01%
+803
30 31
32
33 34