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
951
$44.1K ﹤0.01%
560
-100
952
$43.7K ﹤0.01%
434
953
$43.2K ﹤0.01%
1,000
954
$43.2K ﹤0.01%
950
955
$43.1K ﹤0.01%
5,706
956
$43K ﹤0.01%
994
957
$42.5K ﹤0.01%
326
+1
958
$42.3K ﹤0.01%
1,187
+11
959
$42.3K ﹤0.01%
965
-50
960
$42.1K ﹤0.01%
862
961
$41.8K ﹤0.01%
1,008
962
$41.5K ﹤0.01%
1,533
963
$41.4K ﹤0.01%
788
+393
964
$41.1K ﹤0.01%
3,000
965
$40.7K ﹤0.01%
1,097
966
$40.6K ﹤0.01%
1,213
967
$40.3K ﹤0.01%
718
968
$40K ﹤0.01%
840
969
$39.9K ﹤0.01%
1,749
+175
970
$39.6K ﹤0.01%
781
971
$39.6K ﹤0.01%
+1,384
972
$39.6K ﹤0.01%
1,925
973
$38.9K ﹤0.01%
948
+21
974
$38.9K ﹤0.01%
1,696
975
$38.3K ﹤0.01%
1,212
+4
37 38
39
40 41