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
1001
$12K ﹤0.01%
246
1002
$12K ﹤0.01%
360
1003
$11K ﹤0.01%
200
1004
$11K ﹤0.01%
133
1005
$11K ﹤0.01%
1,030
1006
$11K ﹤0.01%
524
1007
$11K ﹤0.01%
310
1008
$11K ﹤0.01%
200
1009
$11K ﹤0.01%
150
1010
$11K ﹤0.01%
+335
1011
$11K ﹤0.01%
101
1012
$11K ﹤0.01%
42
1013
$11K ﹤0.01%
416
+388
1014
$11K ﹤0.01%
1,914
1015
$11K ﹤0.01%
253
1016
$11K ﹤0.01%
163
1017
$11K ﹤0.01%
200
1018
$11K ﹤0.01%
1,000
1019
$11K ﹤0.01%
140
-206
1020
$11K ﹤0.01%
48
1021
$10K ﹤0.01%
328
1022
$10K ﹤0.01%
155
1023
$10K ﹤0.01%
+196
1024
$10K ﹤0.01%
99
1025
$10K ﹤0.01%
384
39 40
41
42 43