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
1201
$13.3K ﹤0.01%
154
+10
1202
$13.2K ﹤0.01%
325
+170
1203
$13.2K ﹤0.01%
356
1204
$13.1K ﹤0.01%
424
1205
$13.1K ﹤0.01%
531
-277
1206
$13K ﹤0.01%
+112
1207
$13K ﹤0.01%
3,328
1208
$13K ﹤0.01%
430
1209
$12.9K ﹤0.01%
1,572
1210
$12.9K ﹤0.01%
107
1211
$12.9K ﹤0.01%
324
1212
$12.9K ﹤0.01%
1,709
1213
$12.7K ﹤0.01%
1,497
1214
$12.5K ﹤0.01%
3,000
1215
$12.5K ﹤0.01%
227
1216
$12.3K ﹤0.01%
300
1217
$12.3K ﹤0.01%
180
1218
$12.1K ﹤0.01%
452
+168
1219
$12.1K ﹤0.01%
311
1220
$12.1K ﹤0.01%
334
1221
$12K ﹤0.01%
600
1222
$11.9K ﹤0.01%
426
+11
1223
$11.9K ﹤0.01%
411
-1
1224
$11.9K ﹤0.01%
220
1225
$11.9K ﹤0.01%
400