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
851
$66.9K ﹤0.01%
225
+20
852
$66.9K ﹤0.01%
+2,000
853
$66.7K ﹤0.01%
1,755
-47
854
$66.6K ﹤0.01%
1,800
855
$66.2K ﹤0.01%
810
856
$66.1K ﹤0.01%
296
+29
857
$65.4K ﹤0.01%
3,484
858
$65.3K ﹤0.01%
1,114
-2
859
$65.2K ﹤0.01%
957
860
$65.1K ﹤0.01%
1,161
-96
861
$65.1K ﹤0.01%
1,262
+1,000
862
$65K ﹤0.01%
416
+86
863
$65K ﹤0.01%
1,257
+133
864
$64.5K ﹤0.01%
625
-625
865
$64.2K ﹤0.01%
2,395
+104
866
$64.1K ﹤0.01%
1,195
+2
867
$64K ﹤0.01%
2,639
+10
868
$63.6K ﹤0.01%
155
-20
869
$63.6K ﹤0.01%
5,137
+1
870
$63.4K ﹤0.01%
8,339
871
$63K ﹤0.01%
855
+1
872
$62.9K ﹤0.01%
1,259
+64
873
$62.2K ﹤0.01%
429
-25
874
$62.1K ﹤0.01%
3,250
875
$62.1K ﹤0.01%
1,415
-20
33 34
35
36 37