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
826
$78.1K ﹤0.01%
926
827
$78K ﹤0.01%
2,187
828
$77.7K ﹤0.01%
1,549
829
$77.7K ﹤0.01%
900
830
$77.6K ﹤0.01%
2,506
831
$77.5K ﹤0.01%
893
-417
832
$77.4K ﹤0.01%
16,910
833
$77K ﹤0.01%
4,192
834
$76.3K ﹤0.01%
2,000
835
$76.3K ﹤0.01%
2,596
836
$75.7K ﹤0.01%
855
+5
837
$75.3K ﹤0.01%
358
838
$73.9K ﹤0.01%
2,450
839
$73.3K ﹤0.01%
3,064
840
$73.2K ﹤0.01%
1,324
841
$73.2K ﹤0.01%
942
+4
842
$71.6K ﹤0.01%
2,223
843
$70.7K ﹤0.01%
1,156
-56
844
$70K ﹤0.01%
1,731
845
$69.9K ﹤0.01%
1,073
846
$69.6K ﹤0.01%
4,191
847
$68.2K ﹤0.01%
1,288
+58
848
$67.8K ﹤0.01%
3,751
+3,750
849
$67.7K ﹤0.01%
650
850
$67K ﹤0.01%
1,404
+104
32 33
34
35 36