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
101
$7.73M 0.28%
159,812
+160
102
$7.65M 0.28%
46,539
+6,762
103
$7.6M 0.28%
396,469
+9,858
104
$7.58M 0.28%
118,044
+65,295
105
$7.56M 0.28%
357,408
+347,168
106
$7.47M 0.27%
222,276
+10,353
107
$7.44M 0.27%
121,242
+1,633
108
$7.42M 0.27%
82,011
+210
109
$7.2M 0.26%
94,705
+1,893
110
$7.11M 0.26%
80,773
+21,499
111
$6.85M 0.25%
109,640
+109,000
112
$6.77M 0.25%
33,033
+1,199
113
$6.71M 0.24%
87,213
+815
114
$6.61M 0.24%
61,314
-23,295
115
$6.55M 0.24%
59,889
-407
116
$6.4M 0.23%
53,273
-986
117
$6.38M 0.23%
34,219
+1,334
118
$6.31M 0.23%
54,393
119
$6.24M 0.23%
19,938
+746
120
$6.19M 0.23%
255,330
+55,300
121
$6.1M 0.22%
175,688
122
$5.91M 0.22%
63,239
+6,701
123
$5.9M 0.22%
26,374
+49
124
$5.84M 0.21%
69,643
-1,821
125
$5.82M 0.21%
97,128
+1,632
3 4
5
6 7