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
1276
$9.29K ﹤0.01%
93
1277
$9.26K ﹤0.01%
333
-1
1278
$9.22K ﹤0.01%
69
+2
1279
$9.2K ﹤0.01%
246
-515
1280
$9.18K ﹤0.01%
104
1281
$9.18K ﹤0.01%
198
1282
$9.13K ﹤0.01%
289
1283
$9.13K ﹤0.01%
+182
1284
$9.12K ﹤0.01%
225
1285
$9.12K ﹤0.01%
196
1286
$9.05K ﹤0.01%
602
-9
1287
$9K ﹤0.01%
200
1288
$8.98K ﹤0.01%
357
1289
$8.97K ﹤0.01%
305
1290
$8.91K ﹤0.01%
100
1291
$8.88K ﹤0.01%
421
1292
$8.75K ﹤0.01%
20
1293
$8.74K ﹤0.01%
125
1294
$8.66K ﹤0.01%
109
+50
1295
$8.62K ﹤0.01%
537
1296
$8.57K ﹤0.01%
157
+31
1297
$8.48K ﹤0.01%
92
+20
1298
$8.45K ﹤0.01%
6,604
-1,759
1299
$8.41K ﹤0.01%
34
+1
1300
$8.34K ﹤0.01%
264
50 51
52
53 54