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
1201
$3K ﹤0.01%
+52
1202
$3K ﹤0.01%
45
1203
$3K ﹤0.01%
308
1204
$3K ﹤0.01%
116
1205
$3K ﹤0.01%
+150
1206
$3K ﹤0.01%
476
1207
$3K ﹤0.01%
+250
1208
$3K ﹤0.01%
140
1209
$3K ﹤0.01%
100
1210
$3K ﹤0.01%
205
-3,750
1211
$3K ﹤0.01%
+221
1212
$3K ﹤0.01%
403
1213
$3K ﹤0.01%
150
1214
$3K ﹤0.01%
49
-8
1215
$3K ﹤0.01%
131
1216
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28
1217
$3K ﹤0.01%
70
1218
$3K ﹤0.01%
+210
1219
$3K ﹤0.01%
+298
1220
$3K ﹤0.01%
68
1221
$3K ﹤0.01%
1,000
1222
$3K ﹤0.01%
45
1223
$3K ﹤0.01%
67
1224
$3K ﹤0.01%
+166
1225
$3K ﹤0.01%
+87
47 48
49
50 51