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
1151
$16.9K ﹤0.01%
450
-238
1152
$16.8K ﹤0.01%
1,096
1153
$16.7K ﹤0.01%
460
-1,515
1154
$16.7K ﹤0.01%
115
1155
$16.7K ﹤0.01%
187
1156
$16.6K ﹤0.01%
505
1157
$16.6K ﹤0.01%
310
-1
1158
$16.4K ﹤0.01%
2,718
1159
$16.4K ﹤0.01%
146
+3
1160
$16.4K ﹤0.01%
245
+45
1161
$16.4K ﹤0.01%
1,500
1162
$16.3K ﹤0.01%
1,261
+4
1163
$16.2K ﹤0.01%
780
-2
1164
$16.1K ﹤0.01%
678
-488
1165
$16.1K ﹤0.01%
262
1166
$16.1K ﹤0.01%
62
1167
$16K ﹤0.01%
201
+1
1168
$15.8K ﹤0.01%
366
1169
$15.8K ﹤0.01%
638
1170
$15.7K ﹤0.01%
229
1171
$15.6K ﹤0.01%
100
1172
$15.4K ﹤0.01%
4,356
1173
$15.4K ﹤0.01%
105
1174
$15.3K ﹤0.01%
385
1175
$15.3K ﹤0.01%
145
45 46
47
48 49