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
951
$16K ﹤0.01%
1,946
+943
952
$15K ﹤0.01%
+287
953
$15K ﹤0.01%
3,080
+2,058
954
$15K ﹤0.01%
600
955
$15K ﹤0.01%
1,200
956
$15K ﹤0.01%
185
957
$15K ﹤0.01%
818
958
$15K ﹤0.01%
190
959
$15K ﹤0.01%
129
-200
960
$15K ﹤0.01%
520
961
$15K ﹤0.01%
1,034
962
$15K ﹤0.01%
98
963
$15K ﹤0.01%
121
964
$14K ﹤0.01%
1,000
965
$14K ﹤0.01%
160
966
$14K ﹤0.01%
1,500
967
$14K ﹤0.01%
+77
968
$14K ﹤0.01%
1,650
+150
969
$14K ﹤0.01%
76
970
$14K ﹤0.01%
220
971
$14K ﹤0.01%
356
972
$14K ﹤0.01%
257
973
$14K ﹤0.01%
873
974
$14K ﹤0.01%
121
975
$14K ﹤0.01%
608
37 38
39
40 41