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
901
$21K ﹤0.01%
882
902
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190
903
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904
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716
905
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+397
906
$19K ﹤0.01%
1,983
907
$19K ﹤0.01%
465
908
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380
909
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910
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+500
911
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380
912
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1,028
913
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914
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470
915
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408
916
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917
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918
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919
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920
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2,375
921
$18K ﹤0.01%
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922
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923
$18K ﹤0.01%
130
924
$18K ﹤0.01%
+176
925
$18K ﹤0.01%
105
35 36
37
38 39