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
$5.63B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,723
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.9M
3
+$10.7M
4
LIN icon
Linde
LIN
+$10M
5
RTX icon
RTX Corp
RTX
+$6.14M

Top Sells

1
+$22.6M
2
+$11.1M
3
+$8.98M
4
NKE icon
Nike
NKE
+$7.84M
5
URI icon
United Rentals
URI
+$6.07M

Sector Composition

1 Technology 21.7%
2 Financials 12.26%
3 Healthcare 8.95%
4 Consumer Discretionary 8.06%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$99.4K ﹤0.01%
1,134
777
$99.3K ﹤0.01%
3,129
778
$98.6K ﹤0.01%
4,000
+3,000
779
$98.3K ﹤0.01%
10,240
780
$97.5K ﹤0.01%
758
-44
781
$96.8K ﹤0.01%
8,000
782
$96.7K ﹤0.01%
1,187
-581
783
$96.6K ﹤0.01%
92,000
784
$96.3K ﹤0.01%
1,147
+1
785
$92.6K ﹤0.01%
1,490
+22
786
$92K ﹤0.01%
1,019
787
$92K ﹤0.01%
725
+11
788
$91.6K ﹤0.01%
454
+4
789
$91K ﹤0.01%
2,660
790
$90.9K ﹤0.01%
2,000
791
$90.6K ﹤0.01%
1,000
792
$90.3K ﹤0.01%
1,273
+23
793
$89.7K ﹤0.01%
4,240
794
$88.8K ﹤0.01%
27,574
795
$88.4K ﹤0.01%
1,236
796
$87.7K ﹤0.01%
566
+1
797
$87.6K ﹤0.01%
1,806
+1,176
798
$87.6K ﹤0.01%
1,087
+52
799
$86.6K ﹤0.01%
2,885
800
$85.7K ﹤0.01%
5,000
30 31
32
33 34