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
1026
$10K ﹤0.01%
425
1027
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431
1028
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+1,370
1029
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145
1030
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98
1031
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1032
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724
1033
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1034
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1035
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+305
1036
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1037
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1039
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161
+65
1040
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1041
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300
1042
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1043
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1044
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463
1045
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1046
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1047
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375
1048
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144
+122
1049
$9K ﹤0.01%
505
1050
$9K ﹤0.01%
234
+34
40 41
42
43 44