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
1176
$15.2K ﹤0.01%
1,091
-142
1177
$15.1K ﹤0.01%
288
1178
$14.9K ﹤0.01%
57
+2
1179
$14.9K ﹤0.01%
414
-3,440
1180
$14.9K ﹤0.01%
179
+1
1181
$14.8K ﹤0.01%
696
1182
$14.7K ﹤0.01%
50
1183
$14.6K ﹤0.01%
523
1184
$14.5K ﹤0.01%
630
1185
$14.5K ﹤0.01%
1,418
1186
$14.3K ﹤0.01%
120
1187
$14.2K ﹤0.01%
307
+27
1188
$14.1K ﹤0.01%
500
1189
$14K ﹤0.01%
2,093
1190
$13.8K ﹤0.01%
600
1191
$13.7K ﹤0.01%
185
1192
$13.7K ﹤0.01%
240
1193
$13.7K ﹤0.01%
300
1194
$13.6K ﹤0.01%
399
+59
1195
$13.6K ﹤0.01%
1,358
1196
$13.5K ﹤0.01%
750
+12
1197
$13.5K ﹤0.01%
318
+2
1198
$13.4K ﹤0.01%
496
+83
1199
$13.3K ﹤0.01%
93
1200
$13.3K ﹤0.01%
640
46 47
48
49 50