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
826
$33K ﹤0.01%
+1,511
827
$33K ﹤0.01%
534
+404
828
$33K ﹤0.01%
800
829
$32K ﹤0.01%
713
-2
830
$32K ﹤0.01%
+1,162
831
$32K ﹤0.01%
1,515
+27
832
$32K ﹤0.01%
2,200
833
$32K ﹤0.01%
766
+36
834
$32K ﹤0.01%
400
835
$31K ﹤0.01%
601
836
$31K ﹤0.01%
1,159
837
$31K ﹤0.01%
922
838
$31K ﹤0.01%
687
839
$31K ﹤0.01%
900
840
$30K ﹤0.01%
458
841
$30K ﹤0.01%
638
842
$30K ﹤0.01%
590
843
$30K ﹤0.01%
3,892
844
$30K ﹤0.01%
925
845
$29K ﹤0.01%
379
846
$29K ﹤0.01%
1,838
+1,818
847
$29K ﹤0.01%
254
848
$29K ﹤0.01%
207
849
$29K ﹤0.01%
194
+81
850
$29K ﹤0.01%
588
-11
32 33
34
35 36