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
851
$29K ﹤0.01%
270
852
$28K ﹤0.01%
832
853
$28K ﹤0.01%
665
854
$28K ﹤0.01%
332
855
$28K ﹤0.01%
600
856
$28K ﹤0.01%
515
857
$27K ﹤0.01%
2,924
858
$27K ﹤0.01%
1,000
859
$27K ﹤0.01%
450
860
$26K ﹤0.01%
135
861
$26K ﹤0.01%
807
862
$26K ﹤0.01%
1,214
863
$25K ﹤0.01%
435
864
$25K ﹤0.01%
1,000
865
$25K ﹤0.01%
586
-3,754
866
$25K ﹤0.01%
200
-190
867
$25K ﹤0.01%
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-1,000
868
$25K ﹤0.01%
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869
$24K ﹤0.01%
1,006
870
$24K ﹤0.01%
488
871
$24K ﹤0.01%
400
872
$24K ﹤0.01%
427
873
$24K ﹤0.01%
411
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874
$24K ﹤0.01%
540
-420
875
$24K ﹤0.01%
526
33 34
35
36 37