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
76
$10.3M 0.38%
270,325
+6,172
77
$10.2M 0.37%
74,466
+669
78
$9.82M 0.36%
389,538
+2,392
79
$9.71M 0.35%
102,457
-1,199
80
$9.69M 0.35%
137,919
+4,237
81
$9.65M 0.35%
62,812
+898
82
$9.59M 0.35%
421,530
83
$9.54M 0.35%
47,812
84
$9.27M 0.34%
87,150
+2,617
85
$9.21M 0.34%
57,208
+834
86
$9.19M 0.34%
+251,055
87
$8.96M 0.33%
200,793
+4,277
88
$8.82M 0.32%
46,433
+672
89
$8.78M 0.32%
114,129
+483
90
$8.73M 0.32%
190,633
+184,933
91
$8.67M 0.32%
242,430
+10,030
92
$8.63M 0.31%
61,664
93
$8.62M 0.31%
69,101
-1,631
94
$8.34M 0.3%
131,575
-996
95
$8.25M 0.3%
176,062
+91,576
96
$8.16M 0.3%
186,733
+11,001
97
$8.14M 0.3%
111,475
+1,380
98
$8.08M 0.29%
125,315
-5,001
99
$8M 0.29%
55,016
+2,355
100
$7.95M 0.29%
109,149
+1,828
2 3
4
5 6