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
1176
$4K ﹤0.01%
+38
1177
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70
1178
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+84
1179
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155
+45
1180
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1181
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1182
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+185
1183
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201
1186
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2,462
1189
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53
1190
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110
1191
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+82
1192
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1193
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1194
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+116
1195
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+25
1196
$3K ﹤0.01%
472
1197
$3K ﹤0.01%
38
1198
$3K ﹤0.01%
32
1199
$3K ﹤0.01%
157
1200
$3K ﹤0.01%
13
46 47
48
49 50