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
976
$14K ﹤0.01%
343
-1,875
977
$14K ﹤0.01%
+390
978
$13K ﹤0.01%
400
979
$13K ﹤0.01%
277
980
$13K ﹤0.01%
1,125
981
$13K ﹤0.01%
+151
982
$13K ﹤0.01%
119
983
$13K ﹤0.01%
119
984
$13K ﹤0.01%
360
985
$13K ﹤0.01%
286
986
$13K ﹤0.01%
+2,079
987
$13K ﹤0.01%
+1,702
988
$13K ﹤0.01%
207
989
$12K ﹤0.01%
252
990
$12K ﹤0.01%
+1,118
991
$12K ﹤0.01%
568
992
$12K ﹤0.01%
700
993
$12K ﹤0.01%
462
994
$12K ﹤0.01%
+200
995
$12K ﹤0.01%
92
996
$12K ﹤0.01%
256
997
$12K ﹤0.01%
150
998
$12K ﹤0.01%
483
999
$12K ﹤0.01%
250
1000
$12K ﹤0.01%
265
38 39
40
41 42