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
1076
$24.2K ﹤0.01%
281
1077
$24.2K ﹤0.01%
140
1078
$24.2K ﹤0.01%
392
1079
$24.1K ﹤0.01%
382
-188
1080
$24K ﹤0.01%
758
1081
$23.7K ﹤0.01%
418
1082
$23.7K ﹤0.01%
98
1083
$23.7K ﹤0.01%
436
1084
$23.6K ﹤0.01%
209
1085
$23.5K ﹤0.01%
443
1086
$23.5K ﹤0.01%
285
1087
$23.5K ﹤0.01%
145
+10
1088
$23.1K ﹤0.01%
3,624
1089
$23K ﹤0.01%
390
1090
$22.9K ﹤0.01%
330
1091
$22.7K ﹤0.01%
+2,317
1092
$22.7K ﹤0.01%
309
1093
$22.6K ﹤0.01%
517
1094
$22.4K ﹤0.01%
1,501
1095
$22.3K ﹤0.01%
321
1096
$22K ﹤0.01%
1,159
1097
$22K ﹤0.01%
990
1098
$21.8K ﹤0.01%
201
+1
1099
$21.7K ﹤0.01%
154
1100
$21.7K ﹤0.01%
253
+52