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
976
$38.3K ﹤0.01%
230
977
$38.2K ﹤0.01%
786
978
$37.6K ﹤0.01%
603
-21
979
$37.5K ﹤0.01%
10
980
$37.4K ﹤0.01%
2,200
981
$37.3K ﹤0.01%
620
982
$37.2K ﹤0.01%
493
983
$36.8K ﹤0.01%
462
+38
984
$36.6K ﹤0.01%
185
985
$36.4K ﹤0.01%
770
+125
986
$36.4K ﹤0.01%
930
987
$36.4K ﹤0.01%
312
988
$36.1K ﹤0.01%
1,099
+117
989
$36.1K ﹤0.01%
1,000
990
$35.8K ﹤0.01%
249
991
$35.8K ﹤0.01%
2,625
992
$35.7K ﹤0.01%
955
993
$35.7K ﹤0.01%
500
994
$35.5K ﹤0.01%
558
+12
995
$35.5K ﹤0.01%
425
+13
996
$35.3K ﹤0.01%
329
+8
997
$34.8K ﹤0.01%
208
-30
998
$34.6K ﹤0.01%
524
+12
999
$34.6K ﹤0.01%
+1,251
1000
$34.6K ﹤0.01%
238
+46
38 39
40
41 42