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
1301
$1K ﹤0.01%
60
1302
$1K ﹤0.01%
40
1303
$1K ﹤0.01%
1
1304
$1K ﹤0.01%
29
1305
$1K ﹤0.01%
105
1306
$1K ﹤0.01%
25
1307
$1K ﹤0.01%
111
+51
1308
$1K ﹤0.01%
25
1309
$1K ﹤0.01%
84
-40
1310
$1K ﹤0.01%
+51
1311
$1K ﹤0.01%
71
1312
$1K ﹤0.01%
16
1313
$1K ﹤0.01%
130
+34
1314
$1K ﹤0.01%
10
1315
$1K ﹤0.01%
60
1316
$1K ﹤0.01%
48
-8
1317
– –
-5
1318
$0 ﹤0.01%
7
1319
– –
-155,198
1320
– –
-400
1321
$0 ﹤0.01%
20
1322
$0 ﹤0.01%
26
1323
– –
0
1324
– –
-280
1325
– –
-570
51 52
53
54 55