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
1126
$18.9K ﹤0.01%
273
1127
$18.9K ﹤0.01%
380
-2,776
1128
$18.8K ﹤0.01%
1,049
1129
$18.8K ﹤0.01%
505
1130
$18.7K ﹤0.01%
290
1131
$18.6K ﹤0.01%
1,534
+4
1132
$18.3K ﹤0.01%
628
1133
$18.2K ﹤0.01%
196
+7
1134
$18.1K ﹤0.01%
863
1135
$18K ﹤0.01%
235
-151
1136
$17.6K ﹤0.01%
366
-46
1137
$17.6K ﹤0.01%
450
1138
$17.6K ﹤0.01%
47
+21
1139
$17.6K ﹤0.01%
792
1140
$17.6K ﹤0.01%
466
1141
$17.5K ﹤0.01%
1,410
-1,745
1142
$17.5K ﹤0.01%
86
1143
$17.3K ﹤0.01%
401
-75
1144
$17.3K ﹤0.01%
272
1145
$17.1K ﹤0.01%
117
1146
$17.1K ﹤0.01%
624
+106
1147
$17K ﹤0.01%
361
1148
$17K ﹤0.01%
107
1149
$17K ﹤0.01%
231
1150
$16.9K ﹤0.01%
600
44 45
46
47 48