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
1101
$21.6K ﹤0.01%
500
1102
$21.6K ﹤0.01%
1,340
1103
$21.4K ﹤0.01%
425
1104
$21.3K ﹤0.01%
208
1105
$21.3K ﹤0.01%
200
1106
$21.1K ﹤0.01%
191
+10
1107
$20.9K ﹤0.01%
200
1108
$20.9K ﹤0.01%
188
1109
$20.7K ﹤0.01%
251
1110
$20.7K ﹤0.01%
224
+51
1111
$20.6K ﹤0.01%
336
1112
$20.2K ﹤0.01%
240
-79
1113
$20.1K ﹤0.01%
123
+33
1114
$20K ﹤0.01%
402
1115
$19.9K ﹤0.01%
1,363
+1,000
1116
$19.8K ﹤0.01%
+203
1117
$19.3K ﹤0.01%
+96
1118
$19.3K ﹤0.01%
1,118
1119
$19.3K ﹤0.01%
3,665
1120
$19.2K ﹤0.01%
157
+35
1121
$19.2K ﹤0.01%
1,815
1122
$19.1K ﹤0.01%
108
1123
$19.1K ﹤0.01%
209
+4
1124
$19K ﹤0.01%
350
1125
$19K ﹤0.01%
1,303