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
926
$18K ﹤0.01%
772
927
$17K ﹤0.01%
+358
928
$17K ﹤0.01%
180
929
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405
-111
930
$17K ﹤0.01%
400
931
$17K ﹤0.01%
1,256
932
$17K ﹤0.01%
2,100
933
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293
934
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300
935
$17K ﹤0.01%
1,519
+9
936
$17K ﹤0.01%
428
-768
937
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200
938
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112
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939
$17K ﹤0.01%
280
940
$17K ﹤0.01%
450
941
$17K ﹤0.01%
235
942
$17K ﹤0.01%
2,000
943
$17K ﹤0.01%
707
+243
944
$16K ﹤0.01%
340
945
$16K ﹤0.01%
389
946
$16K ﹤0.01%
132
947
$16K ﹤0.01%
729
948
$16K ﹤0.01%
109
949
$16K ﹤0.01%
1,856
950
$16K ﹤0.01%
436
36 37
38
39 40