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
876
$24K ﹤0.01%
1,802
877
$24K ﹤0.01%
620
878
$24K ﹤0.01%
594
879
$24K ﹤0.01%
600
+500
880
$23K ﹤0.01%
486
-38
881
$23K ﹤0.01%
385
882
$23K ﹤0.01%
1,250
883
$22K ﹤0.01%
574
884
$22K ﹤0.01%
992
885
$22K ﹤0.01%
120
886
$22K ﹤0.01%
1,250
887
$22K ﹤0.01%
201
+24
888
$22K ﹤0.01%
284
889
$21K ﹤0.01%
1,268
+502
890
$21K ﹤0.01%
415
891
$21K ﹤0.01%
1,303
892
$21K ﹤0.01%
738
893
$21K ﹤0.01%
1,186
894
$21K ﹤0.01%
1,135
895
$21K ﹤0.01%
600
896
$21K ﹤0.01%
+101
897
$21K ﹤0.01%
1,000
-3,800
898
$21K ﹤0.01%
1,789
899
$21K ﹤0.01%
650
900
$21K ﹤0.01%
1,356
34 35
36
37 38