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
1251
$10.6K ﹤0.01%
167
1252
$10.3K ﹤0.01%
3,000
1253
$10.3K ﹤0.01%
249
+199
1254
$10.3K ﹤0.01%
175
1255
$10.2K ﹤0.01%
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1256
$10.2K ﹤0.01%
161
+1
1257
$10.2K ﹤0.01%
350
1258
$10.1K ﹤0.01%
62
1259
$9.97K ﹤0.01%
83
1260
$9.96K ﹤0.01%
+309
1261
$9.96K ﹤0.01%
247
1262
$9.87K ﹤0.01%
322
-200
1263
$9.86K ﹤0.01%
795
-195
1264
$9.86K ﹤0.01%
449
1265
$9.84K ﹤0.01%
140
1266
$9.8K ﹤0.01%
693
1267
$9.76K ﹤0.01%
432
1268
$9.71K ﹤0.01%
215
1269
$9.7K ﹤0.01%
484
+24
1270
$9.65K ﹤0.01%
216
1271
$9.63K ﹤0.01%
741
1272
$9.54K ﹤0.01%
340
1273
$9.51K ﹤0.01%
360
1274
$9.34K ﹤0.01%
500
1275
$9.32K ﹤0.01%
446