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
1126
$6K ﹤0.01%
+228
1127
$6K ﹤0.01%
234
+167
1128
$6K ﹤0.01%
297
+137
1129
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+142
1130
$5K ﹤0.01%
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1131
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+110
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60
1133
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69
1134
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366
1135
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+248
1136
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100
1137
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1138
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409
1139
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+63
1140
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106
1141
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63
1142
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141
1143
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1144
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61
-40
1145
$5K ﹤0.01%
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1146
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186
1147
$5K ﹤0.01%
305
1148
$5K ﹤0.01%
+264
1149
$5K ﹤0.01%
+136
1150
$5K ﹤0.01%
+333
44 45
46
47 48