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
876
$62K ﹤0.01%
894
+303
877
$62K ﹤0.01%
488
878
$61.5K ﹤0.01%
1,112
+133
879
$61.3K ﹤0.01%
1,023
880
$61K ﹤0.01%
637
+211
881
$60.9K ﹤0.01%
584
+42
882
$60.5K ﹤0.01%
528
+12
883
$60.5K ﹤0.01%
2,500
884
$60.3K ﹤0.01%
800
885
$60K ﹤0.01%
1,132
+9
886
$59.4K ﹤0.01%
633
+5
887
$59.2K ﹤0.01%
400
888
$59.2K ﹤0.01%
870
+710
889
$59.2K ﹤0.01%
1,048
890
$58.9K ﹤0.01%
859
891
$58.7K ﹤0.01%
333
892
$58.4K ﹤0.01%
1,500
893
$58.4K ﹤0.01%
1,021
+254
894
$58.3K ﹤0.01%
2,410
895
$58.2K ﹤0.01%
1,081
+29
896
$57.8K ﹤0.01%
2,000
897
$57.4K ﹤0.01%
750
898
$57.4K ﹤0.01%
2,187
-7,173
899
$57.3K ﹤0.01%
3,332
+251
900
$56.8K ﹤0.01%
160