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
1226
$11.8K ﹤0.01%
733
1227
$11.8K ﹤0.01%
170
1228
$11.8K ﹤0.01%
542
1229
$11.7K ﹤0.01%
583
1230
$11.6K ﹤0.01%
802
+39
1231
$11.6K ﹤0.01%
160
1232
$11.5K ﹤0.01%
630
1233
$11.4K ﹤0.01%
195
+40
1234
$11.4K ﹤0.01%
1,631
1235
$11.4K ﹤0.01%
200
1236
$11.4K ﹤0.01%
2,500
1237
$11.3K ﹤0.01%
231
-21
1238
$11.3K ﹤0.01%
664
1239
$11.2K ﹤0.01%
148
1240
$11.2K ﹤0.01%
508
+61
1241
$11.2K ﹤0.01%
140
1242
$11.2K ﹤0.01%
+47
1243
$11.1K ﹤0.01%
1,069
+379
1244
$11K ﹤0.01%
+236
1245
$11K ﹤0.01%
85
+5
1246
$10.9K ﹤0.01%
402
1247
$10.8K ﹤0.01%
352
1248
$10.8K ﹤0.01%
1,259
1249
$10.6K ﹤0.01%
133
+11
1250
$10.6K ﹤0.01%
143
+15