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
1051
$27.1K ﹤0.01%
3,000
-6,345
1052
$27K ﹤0.01%
262
1053
$27K ﹤0.01%
433
1054
$26.9K ﹤0.01%
910
1055
$26.9K ﹤0.01%
476
+6
1056
$26.6K ﹤0.01%
210
1057
$26.6K ﹤0.01%
285
+34
1058
$26.4K ﹤0.01%
1,229
1059
$26.3K ﹤0.01%
4,323
1060
$26.1K ﹤0.01%
841
-1
1061
$26K ﹤0.01%
398
1062
$26K ﹤0.01%
2,840
-1,044
1063
$25.9K ﹤0.01%
207
+2
1064
$25.5K ﹤0.01%
277
+61
1065
$25.4K ﹤0.01%
1,372
1066
$25.3K ﹤0.01%
664
-250
1067
$25.3K ﹤0.01%
99
+9
1068
$25.2K ﹤0.01%
198
1069
$25.1K ﹤0.01%
765
1070
$25.1K ﹤0.01%
133
+5
1071
$24.9K ﹤0.01%
410
1072
$24.9K ﹤0.01%
2,400
1073
$24.7K ﹤0.01%
3,600
1074
$24.6K ﹤0.01%
363
1075
$24.3K ﹤0.01%
158
+8