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
801
$37K ﹤0.01%
2,745
802
$37K ﹤0.01%
82
803
$37K ﹤0.01%
375
804
$37K ﹤0.01%
82
+47
805
$37K ﹤0.01%
500
806
$36K ﹤0.01%
910
807
$36K ﹤0.01%
395
-80
808
$36K ﹤0.01%
150
809
$36K ﹤0.01%
470
810
$36K ﹤0.01%
2,626
811
$35K ﹤0.01%
1,100
+77
812
$35K ﹤0.01%
1,261
813
$35K ﹤0.01%
1,300
814
$35K ﹤0.01%
1,500
815
$34K ﹤0.01%
2,000
816
$34K ﹤0.01%
685
817
$34K ﹤0.01%
3,843
+3,505
818
$34K ﹤0.01%
356
+106
819
$34K ﹤0.01%
1,000
820
$34K ﹤0.01%
1,000
821
$34K ﹤0.01%
400
822
$34K ﹤0.01%
2,000
823
$33K ﹤0.01%
1,300
824
$33K ﹤0.01%
1,555
+520
825
$33K ﹤0.01%
498
31 32
33
34 35